Our People, PDS Experience, PDS News
2024 will be a memorable and pivotal year when the book is written on PDS. It really is hard to believe it’s over. What made it so memorable? The incredible achievements and the wonderful people who helped make it possible. 2024 can be summarized in three words: Growth, Technology, and Reach. Growth There are lot…
Beyond Your Finances, Estate & Legacy, Risk Management
Caring for an Elderly Parent Caring for your elderly parent will almost certainly come with both challenges and rewards. While complex enough in its own right, it becomes even more so when balancing the care with your own long-term goals and plans in mind. When undertaking this profound responsibility, some strategies can help provide your…
Planning for an Inheritance Receiving a substantial inheritance can be a transformative event, even for high-net-worth individuals (HNWIs) and families. Properly managing this infusion of wealth is crucial to ensuring long-term financial success in preserving and growing that wealth for future generations, as well as preserving the benefactor’s legacy. This requires a comprehensive approach, careful…
Posted: 9/13/2024 Health Care Costs in Retirement: What High-Net-Worth Individuals Should Know You are successful and want to preserve what you have built as you embark on your retirement. While you may have a robust investment portfolio and a clear vision for what the next phase of life looks like, it’s difficult to plan for…
Posted: 9/13/2024 PDS Planning Among Financial Advisor Magazine’s 2024 50 Fastest Growing RIAs PDS Planning, a fee-only financial planning firm in Columbus, Ohio is pleased to announce it has been named 49th fastest-growing registered investment advisory firm in the United States, one of only four Ohio firms named. This ranking comes from the recent edition…
Our People, PDS Experience, PDS News
Posted: 8/26/2024 As we start to transition into fall, we’re reflecting on our unforgettable summer adventures and many memories made. Our travels took us far and wide including San Diego, Cape Cod, Colorado, the Carolinas, Florida and Michigan. Along the way, our team indulged in lots of cake and ice cream, golf, breweries, and of…
Beyond Your Finances, Market Commentary
Posted: 8/20/2024 The Case Against AUM-Based Fees At PDS Planning, we believe you shouldn’t have to pay more for financial planning simply because you are worth more. Instead, we offer a flat, fixed-dollar fee that reflects our work rather than your net worth. Doing so allows us to provide you with a more effective financial…
Our People, PDS Experience, PDS News
We had the pleasure of spending another fun evening cheering on the Columbus Clippers with our clients and partners. It was a beautiful summer evening as the Clippers took the field as Los Veleros de Columbus as part of MiLB’s Copa de la Diversion program. They faced off against the Memphis Redbirds. Although we didn’t…
Posted: 06/17/2024 PDS Planning has been named among the Best Financial Advisory Firms in 2024 by USA Today. Out of the top 500 Registered Investment Advisory firms (“RIA Firms”), PDS Planning is ranked 285th, making it the second-highest-ranked firm in Central Ohio, and the 12th highest in Ohio. The ranking, conducted by Statista, was based…
Beyond Your Finances, Our People
Posted: 06/13/2024 At PDS Planning, we believe true wealth isn’t just about amassing money, but rather the full life we live. In our recent article, Living a Richer Life, we noted that a rich life can and should include a variety of priorities, including hobbies. That got us thinking about one of our favorite hobbies,…
Beyond Your Finances, Retirement
Posted: 05/17/2024 What does it mean to live a rich life? You will likely get a different answer from every person you ask. After all, being “rich” means different things to different people. At PDS Planning, we believe true wealth isn’t just about amassing money. It’s about personal growth, nurturing relationships, staying healthy, and making…
Beyond Your Finances, Estate & Legacy
Posted: 04/22/20024 You want peace of mind you are prepared for retirement, and with that may also come the desire to know your adult children are also positioned for financial success. The fact is, being financially dependent isn’t good for either the adult child or the parents. What can you do to set them on…
Published: 3/19/2024 While people often think about charitable giving around the end of the year, planned giving strategies can and should be discussed and optimized year-round. Today, individuals and families are increasingly seeking to incorporate philanthropy into their financial plans to help maximize their impact and wealth goals. Types of Charitable Contributions Charitable contributions are…
Navigating the Affluent Landscape: Choosing Your High-Net-Worth Financial Advisor For individuals with significant wealth, securing the expertise of a qualified financial advisor is paramount. Unlike navigating traditional personal finances, managing a few million in portfolio assets or more demands a specialized approach. Would you benefit from working with a High-Net-Worth Financial Advisor? Yes, if… You…
Through PDS Cares each team member personally selects organizations they wish to make discretionary donations to throughout the year. By encouraging and facilitating employee donations, we not only support our community, but also offer a sense of fulfillment to our team members. PDS Cares has contributed to over 100 organizations, many of which have received…
