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    Resources

    We have compiled a list of helpful resources that may be helpful at any stage of the financial planning process:

    • Charles Schwab - Client Login

    • Charles Schwab - Insights

    • Saving for College

    • FINRA BrokerCheck

    • AnnualCreditReport.com

    • CFP Board - Why Choose a CFP Pro?

    • Social Security Administration 

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    485 Metro Place South, Suite 100

    Dublin, OH 43017

    P: 614.791.4123

    F: 614.389.0496

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