CMP Financial Planning

“You have dreams – we help you create a clear pathway to realizing those dreams. CMP Financial Planning is a Columbus, Ohio based fee-only firm that specializes in financial planning, investment management and retirement planning to help clients build, manage, grow and protect their assets through life’s transitions. Who We Are You have dreams – we help you create a clear pathway to realizing those dreams. We provide financial planning that puts you in charge of your financial life, giving you a game plan for your family’s wealth. By focusing on long-term success and working together, we help you reach important family goals. We can assist you in matters such as investing for a comfortable retirement, taking advantage of retirement plans for your business and funding your children’s education. We can work with you to address complicated tax situations or to establish a trust for your child with special needs. We look at your entire financial picture, helping you prioritize and budget for all your goals. Often, this means repositioning your current assets to make them work harder for you. Unlike larger institutions or “Wall Street” firms, we get to know our clients personally. We provide custom strategies – not off-the-shelf advice – to help you maximize your net worth and, ultimately, to achieve your life vision. As an independent, registered investment advisor (RIA) since 2002, we always put our clients’ interests first. We’re not affiliated with other firms with products to sell, nor do we ever receive commissions from selling products. Every day, we’re working only for you in helping you reach your goals. You dream it. We’ll help you plan it.

Address: 1161 Bethel Road Suite 304, Columbus, OH 43220 USA

Phone: +1 614 487 1244
FAX: