Financial Services To help small business owners and families plan for the future and protect their assets, many of our clients come to us when they need a Columbus CPA firm that concentrates in the financial services industry. We truly understand your needs and are able to provide a wide variety of retirement savings and financial services for small businesses and individuals. We pride ourselves on providing financial services designed around your individual needs.
- Setting up of profit sharing and 401(k) plan documents
- Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
- Employee benefit plans
- Estate planning
- Trust planning and charitable gifting
- Business exit strategies
- Key employee retention plans
- Succession planning and business continuation
We offer a FREE initial consultation to discuss our financial services. Call us today at 614-755-2727 and ask for Chea Romine to schedule a mutually convenient appointment.
Advisory Services offered through Investment Advisors, a division of ProEquities, Inc. A Registered Investment Advisor. Securities offered through ProEquities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Lucas Financial Services, Inc. and The Poling CPA Group are independent of ProEquities, Inc.
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