sanahaque.us1.advisor.ws
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Submission: On March 21 via api from US — Scanned from US
Submission: On March 21 via api from US — Scanned from US
Form analysis 1 forms found in the DOM
POST /antibot
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</form>Text Content
Skip to main content menu * Home * About * Our Process * Our Philosophy * Who We Serve * Our Services * Financial Planning * Retirement Planning * Investment Planning * Estate Planning * Resources * Financial Calculators * Useful Links * Contact * Blog * Events * FAQ * Our Team Previous Slide◀︎ Next Slide▶︎ * PERSONALIZED CLIENT EXPERIENCE TAKING CARE OF WHAT'S IMPORTANT SO YOU CAN FOCUS ON WHAT MATTERS MOST TO YOU. LEARN MORE * PERSONALIZED CLIENT EXPERIENCE TAKING CARE OF WHAT’S IMPORTANT SO YOU CAN FOCUS ON WHAT MATTERS MOST TO YOU. LEARN MORE 01. ABOUT US We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor. 02. OUR PHILOSOPHY As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. 03. OUR PROCESS A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. OUR SERVICES FINANCIAL PLANNING Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives. RETIREMENT PLANNING Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working. INVESTMENT PLANNING Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals. WE MANAGE ASSETS FOR INDIVIDUALS AND FAMILIES, PROVIDING INVESTMENT MANAGEMENT, AND FINANCIAL PLANNING SERVICES. OFFICE 6797 North High Street Worthington OH 43085 CONTACT INFO (614) 340-0770 info@gianolafinancial.com GET IN TOUCH You must have JavaScript enabled to use this form. Your name This field is required. Your email address This field is required. Subject This field is required. Message This field is required. CAPTCHA Leave this field blank Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods. © 2024 sanahaque All rights reserved.