Advanced Planning, Pensions & Financial Advice LLC is dedicated to providing the best in financial services to the residents of Central Ohio.
For families and individuals in the moderate and middle income, we can help you plan for a secure retirement and give you choices for your insurance coverages. We will provide you the best possible coverage at the most reasonable price as we have several choices for carriers.
For a no obligation financial review, call Adrian at 899-8867, or 579-3754.
Call for appointment.
- Life Insurance
Healthy people don't think about life insurance. Sick people often can't get life insurance. We have plans for both that can save you money or provide coverage you can't get elsewhere. Call Adrian today at 899-8867.
- Tax Preparation
Professional income tax preparation. If you need professional tax preparation and don't want to deal with the big franchise firms, call us. If you have difficulty getting out we can even come pick up your information and drop off your completed return. Don't wait until it's too late, set up your appointment today.
- Paying too much for car insurance? Call me!
Feel that you are paying too much for car insurance? Call Adrian today. We may be able to get you the same coverage for less money that you are paying right now. Stop worrying, start saving. Call 899-8867 today.
- Rejected for Life Insurance? Call me!
Often, people who most need life insurance are unable to get it due to prior health problems. But because you have been declined coverage in the past, most carriers don't wish to offer coverage to you today.
We have several companies that specialize in offering life insurance coverage to those who have had health issues that would ordinarily cause them to be uninsurable. Insuin dependent diabetes, kidney failure or high blood pressure are some of the conditions that we may be able to cover you with.
Call us today to see if we are able to provide you with what you need. For your peace of mind and your family.
- Business Owners Looking to Retire?
Business owners who are looking for a way to transition to retirement and have no idea what to do, give me a call. Working with you to determine your goals, we can reach a possible solution that will be in your best interest on a long term basis.