Norwich Financial Company

Clouse Financial is a subsidiary of National Financial Partners. Established in 1998, National Financial Partners is a leading independent distributor of financial services to high net worth individuals and growing entrepreneurial companies. NFP operates a national distribution network of more than 1,800 producers in nearly 45 states and Puerto Rico consisting of 160 owned firms and 210 affiliated third-party distributors specializing in life insurance and wealth transfer, corporate and executive benefits and fee-based financial planning. A publicly traded company since 2003, NFP continues to grow through acquisitions and by helping its existing firms become more successful by combining the benefits of entrepreneurial independence with the resources of a national organization. Firms within the company s network engage in one or more of three primary lines of business, which include life insurance and estate planning, corporate and executive benefits, and financial planning and investment advisory services. Clouse Financial maintains a location in Westerville, Ohio.

Hefner Hollice is a dedicated financial planner located in Bellefontaine, OH. With a focus on personalized financial strategies, Hefner provides expert guidance to help clients achieve their financial goals. Known for his approachable demeanor and professional expertise, he assists individuals and families in navigating their financial journeys with confidence. Generated from this place's information

PDS Planning, based in Dublin, OH, offers a flat-fee, fiduciary financial planning service that prioritizes client needs over complex investment products. Their approach focuses on comprehensive financial strategies including tax optimization, retirement planning, estate management, and charitable giving, all with a commitment to transparency and efficiency in costs. The firm aims to empower clients to achieve financial security and comfort in retirement by delivering tailored solutions without the conflicts of interest that can arise from traditional commission-based models. With a dedication to straightforward advice and proactive communication, PDS Planning seeks to redefine the advisory experience for individuals and families looking to enhance and protect their financial wealth. Generated from the website