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Price Planning, LLC

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Price Planning, LLC

Overview:

Price Planning brings its clients the peace of mind that only comes through sound financial planning. In taking a personal, one-on-one approach with each client, Price Planning differentiates itself by providing customized solutions that meet and exceed each client's individual needs. We listen to details. We think through the ramifications. And we recommend uniquely structured scenarios that have the best interests of each client at heart.

Serving the Columbus Ohio metropolitan area, Price Planning is a small, uniquely-impartial financial planning and investment advisory firm founded by Debbie Price. The company empowers its clients with:

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     Experienced personnel. With extensive experience in the financial planning industry, Price Planning not only addresses your immediate needs, but raises relevant issues that you may not be aware of, and provides you with options and recommendations suitable to your financial situation.
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     Unbiased advice. A fee-only firm, Price Planning takes no commissions for selling specific products -- which means you gain intelligent, impartial advice designed to help you achieve your financial goals.
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     Tailored services. By customizing our services to meet your particular needs, Price Planning empowers you to dictate the scope of the business relationship -- whether short-term consultations for an hourly fee or long-term comprehensive planning with an annual retainer.
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     Uncompromising ethics. If Price Planning cannot meet your needs in a particular area, we'll help you find the right person or company that can. Price Planning is networked with a wide variety of peers and partners that can fulfill most every personal financial planning requirement.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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