Royal Alliance Associates
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.
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