PDS Planning Employee Spotlight – Karl Lemke At PDS Planning, we constantly strive to attract exceptional, creative professionals to become part of our team. We are excited to present Karl Lemke, who has recently joined us as our latest Associate Planner. Keep reading to get to know Karl! Tell us a little bit about yourself.…
PDS Planning Financial Planning Team of Jamie, Beth, and Luke At PDS Planning, we believe in the power of a team approach to financial planning. Our philosophy centers on collaboration and synergy, recognizing that each member of our team brings a unique set of skills and expertise to the table. Our clients benefit from this…
Beyond Your Finances, PDS CARES
It’s no secret that all of us at PDS Planning care about our community. In fact, giving back to our community and the causes we care about is at the core of who we are. Founded in 2015, PDS CARES is a charitable fund with the Columbus Foundation that puts into action our commitment to…
Beyond Your Finances, Education Planning
By Luke Babner and Joel Bleskey With the school year in full swing, so is the official launch of what is said to be “the most affordable repayment plan ever created.” The SAVE plan, an updated version of the REPAYE plan, helps borrowers reduce their monthly loan payments and, in some circumstances, have their loans…
PDS Planning Financial Planning Team of Jimmy, Kevin, Jillian, and Joel “If everyone is moving forward together, then success takes care of itself.” – Henry Ford At PDS Planning, it’s a team effort to help you achieve your financial goals. We strategically align in-house teams to work collaboratively, allowing them to draw on each other’s…
Our People, PDS Experience, PDS News
At PDS Planning, we believe in regular engagement with our clients. And on July 27 we got to spend the evening rooting for our very own Columbus Clippers with over 170 of you! The sun was scorching but the Clippers were looking hot! Debuting new uniforms, the Clippers transformed into Los Veleros de Columbus as…
PDS Planning Employee Spotlight – Joel Bleskey At PDS Planning, we always seek quality, creative professionals to join our team. We are excited to introduce Joel Bleskey, our newest Associate Planner. Joel is eager to learn and grow in his new role and brings a fresh perspective to the PDS Planning team. Keep reading to…
Tax Prep vs. Tax Planning: What’s the Difference? Summertime – the days of golf outings, baseball games, and family vacations. The last thing you probably want to think about is your taxes. However, if you read our blog post last month, you are probably realizing the summer months are the perfect time to do a…
Employee Spotlight: Get to know Ali Brockman We are excited to introduce Ali Brockman as the newest addition to the PDS Planning team. Joining the planning team as a Client Service Specialist, Ali is enrolled at Franklin University and expected to graduate in May 2024. Before joining PDS Planning, Ali worked in the education industry.…
Beyond Your Finances, Estate & Legacy, Retirement, Taxes
Don’t Put Off Tomorrow What You Can Do Today – Benjamin Franklin Tax season is behind us, markets are up and summer is in full swing! It’s hard to believe we’re nearly halfway through the year, but as you drive towards the beach or that mountain getaway, it’s also a great time to take stock…
PDS Planning Financial Planning Team of Rita, Laurie, and Alyssa At PDS Planning, we are proud to have a team of forward-thinking leaders, expert planners, and staff who approach our clients’ financial decisions the same way we approach investing our money. It’s a team effort to help you achieve your financial goals. We strategically align…
What is PDS CARES At PDS Planning, we utilize financial contributions from our owners to make discretionary donations to various causes throughout the year. Engaging our staff to offer their opinions on the charitable organizations they personally endorse, not only boosts internal morale, but also fosters a philanthropic culture throughout our organization. Why Do We…
Breaking up is hard to do. The unfortunate truth is sometimes relationships just don’t work. This applies to spouses, friends, business associates – and financial advisors. You likely entered the relationship with your financial advisor with high hopes of increasing wealth and creating financial stability. However, clients often begin to realize their own expectations and…
Employee Spotlight: Get To Know Luke Babner We are excited to introduce Luke Babner as the newest addition to the PDS Planning team. Joining the planning team as a Client Relationship Manager, Luke received his Bachelor’s Degree in Finance and Business Analytics from Ohio University and is a proud Bobcat. Prior to joining PDS, Luke…
Honoring Women in Financial Services As we recognize and celebrate Women’s History Month, we thought it was a good time to reflect on the impact of women in the financial services industry, in general, and particularly, here at PDS Planning. We acknowledge that the financial services space has a reputation as being an “old boy’s…
