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Not every wealth plan looks the same or has the same components. They should be markedly different, well thought out and be unique to and composed for the benefit of each client. By doing that, it makes the plan colorful and meaningful. We took over 70 years of combined industry experience, 20 here in central Ohio, to create a unique and proprietary system to engage clients in developing, understanding and implementing their plan. We help them adhere to it through ups and downs in markets as well as adjust to it as circumstances or events dictate.