Paradigm Financial Group LLC

Lincoln Financial Group offers a range of resources and solutions designed to empower Americans to confidently manage their financial well-being. With a focus on instilling optimism, the company aims to help individuals take control of their financial lives. Through their services, Lincoln Financial Group strives to provide the tools and support necessary for individuals to make informed decisions about their financial futures. By fostering confidence and empowerment, the company enables clients to navigate their financial journeys with assurance. Generated from their website's infomation

Primerica is a financial services company dedicated to empowering middle-income families by providing comprehensive financial education and tailored solutions. With over 48 years of experience, they specialize in term life insurance, investments, and debt solutions, helping clients achieve financial independence through informed decision-making. The company's licensed Representatives, who reflect the diverse backgrounds of the communities they serve, begin the process with a complimentary Financial Needs Analysis. By emphasizing a people-first philosophy, Primerica strives to build trust and foster financial security for families across North America. Generated from the website

The advisor listed is an Ameriprise financial advisor in Columbus. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. My approach for financial planning with clients is based on three distinct steps: Step 1 - Gather your information. Understand your goals and dreams, risk tolerance and time horizon, how your current assets are positioned, income taxes and possible estate tax issues. Step 2 - Make recommendations. Custom tailored strategies for your needs and wants. The focus is on the solutions, not as much on the product types. Step 3 - Follow up. Teach you how to read and understand your statements. Establish your on-line account access. Have face-to-face review meetings as warranted by the size of the relationship. e.g.: quarterly, semi-annual, or annual.