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
How can we help YOU?
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.
Please click here to access the Personal Information Form that will be needed for your appointment. One option is to print and complete this document by hand, but if you choose to complete this fillable form online, then you must download and save this document to your desktop first. After that step is complete, then you may access the saved download from your desktop, 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.
5115 Parkcenter Ave., Suite 275
Dublin, Ohio 43017
Tel: 614.760.1801 Fax: 614.889.5250
Click here to find us on a map.
If you need immediate assistance during normal business hours, please call us at 614.760.1801. For any general inquiries, please complete this form and we will contact you within five business days: