Your money, your values, your sanity!
It’s about you. How can 1TaxFinancial help you to lead your best, happiest and most productive life?
Ensure your financial life reflects your values. We listen carefully to what you want and focus on finding ways to make that possible. Reduce your stress, save time & worry. Have financial professionals who know you available year-round.
Our loyalty is to you.
As planners and investment advisors, we subscribe to a Fiduciary Oath. 1TaxFinancial is an Ohio Registered Investment Advisor and all services are provided on a FEE ONLY basis. We sell no products, do not collect commissions, and have no incentives other than your success.
I’m a Certified Financial Planner™ Professional and Ohio CPA. I have 20+ years’ experience in tax preparation following 20 years in consumer banking & regulation. Today I provide tax & financial planning and counseling services. I’ve always been on your side.
I started the firm in 2007 to help people make financial financial sense of their lives. That includes paying the lowest tax, spending and investing your money wisely, allowing you to lead a happy & productive life.
I’m a Chartered Financial Analyst®, an investment portfolio analyst and advisor. I previously worked for a federal bank regulator for 30+ years. During this career I learned how financial markets work and how they often present challenges for ordinary people.
I joined the firm to bring my knowledge of investment markets, my quantitative and analytical skills to regular people with jobs and ordinary issues. We do not require you to have a lot of money to invest or a high income.
National Society of Accountants
Association for Financial Counseling, Planning & Education®
The National Association of Personal Financial Advisors
Garrett Planning Network