Advanced Planning & Preservation Services
Contact: Megan Golden
2550 Corporate Exchange Drive
Columbus, OH 43231
Advanced Planning & Preservation Services is a full team of professionals located in the Central Ohio area who are uniquely experienced to help you protect your assets, minimize your taxes and generally prepare for or maximize your retirement years.
Our experience base includes estate planning, legal consulting and estate protection documents, life insurance, long term care insurance, and tax planning.
Too often, financial planning firms are "solutions in search of problems." By contrast, we realize that no two clients are alike, and we carefully review individual client objectives, gather all pertinent information, develop a full analysis based on group thinking, and present specific tailor-made solutions for client needs.
Our process to help you protect your estate involves;
Providing you a signed "Confidential Commitment" document - to help you know that we will keep your information confidential;
Conducting important in-depth conversations and meetings with you to fully understand your estate planning objectives, personal situation and opportunities;
Providing a valuable Personal Estate Profile for you to better understand your situation and opportunites;
Utilizing a group thinking approach to develop a specific plan and recommendations for each client.
Our philosophy can be boiled down to three tenets:
1. Treat our clients as we would treat a close family member;
2. Always provide our best "group thinking" and counsel;
3. Assure that our clients always remain in control of their financial situation.
We are also independent. That means we are not employees beholden to a specific company. The options that we recommend to our clients, therefore are based on our experience, training, and knowledge. Our knowledge will be applied to your estate planning objectives, and this will result in specific recommendatoins you can consider and act upon as you see fit.
Finally, our dedication to customer service is second to none.
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