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,…
Evolution of Financial Advisors and Fee Structures Can you believe the stock market is over 400 years old? Many things have changed over the years from trading platforms and technology to the types of assets you can buy and the way you can buy, sell, and hedge them. The financial industry has also evolved, including…
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…
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.…
Beyond Your Finances, Risk Management
Watching family members age is never easy but helping them with Alzheimer’s and dementia can be especially challenging financially and emotionally. The relationship and conversations will likely be changed forever and unfortunately you may be the only one who realizes it. It can be hard to maintain a tender relationship given the struggles and ever-changing…
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, 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 experience…
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…
