Asset Management Consultants, Inc.
An Independent Firm
Investor Access
 
 

Professionally Speaking

Our Approach

Our firm uses the financial planning approach to guide our clients and structure an investment program that will help them achieve their financial goals and dreams. Based on a comprehensive review of a client’s objectives, we prepare personalized financial analysis for individuals, businesses or non-profit organizations and assist in the implementation of appropriate investment strategies.

We believe in putting our clients first in order to build long-term relationships that allow us to understand their desires and dreams. This benefits the client by allowing us to get applicable information that may reveal hidden investment opportunities and then targeting and incorporating those opportunities into their total financial situation.

We specialize in helping our clients plan for retirement. As they transition into retirement, we are there to guide them through the specific decisions that need to be made, ultimately striving to preserve wealth and increase spendable income throughout their retirement years. Much of our work centers around in-depth retirement planning for the sophisticated investor.

Other areas of personal financial planning include investment planning, estate planning, educational planning and insurance analysis.

*Securities, asset management and investment advisory services are offered through Raymond James Financial Services, Inc. member FINRA/SIPC.

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

financial advisor image

623 Park Meadow Road
Suite H
Westerville, OH 43081-2876
Phone: 614-895-2990
Fax: 614-794-1885
Contact Us

Map & Directions

Securities offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC
Site Map

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2009 Raymond James Financial Services, Inc., member FINRA / SIPC         Privacy Notice