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 planning experience that eliminates sales-based advice and…
Fiduciary – it’s a term everyone is using these days. But what is it? What does it mean? Prospective clients say they want a fiduciary advisor, but oftentimes do not fully understand what it means. And about the word “advisors”, we’re throwing the term around every chance we get, almost as frequently as we talk…
Behind the Scenes at PDS Planning When first walking through the glass doors of the PDS Planning office, you’re immediately greeted with unique artwork, refreshing décor, and of course, smiling faces. Though many would immediately assume this eye-catching space was perfectly pieced together with the help of an IKEA or Arhaus shopping list, the reality…
Authored by Jimmy Rogers, CFP® We recently read the Wall Street Journal’s article Say Goodbye to the 1% Investment-Adviser Fee? and want to share a few of our thoughts on a “new trend” highlighted. In fact, this new trend in the advisory business is one of which PDS Planning has been at the forefront, which…
Recently featured in the July edition of the Columbus CEO magazine as the Thought Leader of the Month, Jamie P. Menges, CFP®, CPA, talks through tips to help identify real financial advisors. When we visit a doctor, we expect to receive advice from a real doctor, not someone simply calling themselves a doctor. They are…
