A Squared Financial LLC ~ Family Focused Planning

CONNECT

Address:

2225 Sheringham Road
Columbus, OH 43220

Phone:

614.310.0272

Fax/Other:

614.310.0272

Our Products and Services

As an investment advisor representative of FSC Securities Corporation, a registered investment advisor, we offer fee-based financial planning and are located in Upper Arlington, Ohio. 

I'm interested in your hopes and your dreams.  We`ll talk about our experiences and our philosophies.  We want you to know as much as you can about us and about financial planning.  It is you who will always be in control of your future.  We will lay the groundwork and help you get there.

Our commitment is to our relationship with you, our client.  At A Squared Financial, we believe long-term goals require long-term relationships.

 

Here`s how we work:

We identify your needs and objectives
We analyze and evaluate your personal situation.
We provide input and advice to help you make timely, informed decisions.

The benefits of this approach are obvious.  You gain a greater appreciation of your financial situation and the impact that various options can have on the financial health of you and your family.  This places you in a better position to make wise decisions and makes implementation much easier.

 A Squared FInancial provides assistance in the following areas:

Financial Planning*

  • Comprehensive Financial Plans
  • Retirement Planning
  • 401(k) Planning
  • 403(b) Planning
  • College Planning
  • Estate Planning

 

Investments*

  • Bonds
  • Common Stock
  • Educational IRA
  • Mutual Funds
  • Alternative Investments
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Sep IRA
  • Simple IRA
  • 529 Plans
  • Variable Annuity

Insurance

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Health Insurance
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck