How We Help
You are unique. You have hopes and concerns for your future and the future of your loved ones.
That’s why we start each plan with a conversation.
We take the time to get to know you and your specific needs so that we can help you design a plan that is both strategic and personalized.
How can we help YOU?
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An estate plan is more than just papers in a binder. Yes, a good estate plan should have all the appropriate documents in place, but we believe it should also be about love, memories and guidance. Learn more about our unique way of leaving a priceless gift for your family.
Contact Us
Personal Information Form
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Resch, Root, Philipps & Graham, LLC
5115 Parkcenter Ave., Suite 275
Dublin, Ohio 43017
Tel: 614.760.1801
Fax: 614.889.5250
If you need immediate assistance during normal business hours, please call us at 614.760.1801. For any general inquiries, please complete the form below and we will contact you promptly.
A Personal Information Form will need to be completed for your appointment. One option is to print and complete this document by hand. If you choose to complete this fillable form online, you must download and save it to your computer first. After that step is complete, access the saved download from your computer, complete the form and then save your changes.
Please bring the completed form with you to your appointment or upload the saved document using our secure file share system.