FinancialFamilies is a registered investment advisor in Ohio that provides financial planning and investment advisory services. As a fiduciary, FinancialFamilies is legally required to act in your best interest. FinancialFamilies offers financial planning services covering areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Fee Structure
FinancialFamilies does not offer continuous investment management services. However, as part of the financial planning service, they may implement investment recommendations on a non-discretionary basis with your approval and review the positions annually.
