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Longaberger Alumni House

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2200 Olentangy River Rd
Columbus
OH

43210
United States

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PDS Planning, Inc. 475 Metro Pl S, Suite 460
Dublin, OH 43017

614-481-8449
855-805-3508
info@pdsplanning.com

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PDS CARES

Serving the Columbus, OH community for over 35 years, the fee-only financial advisors at PDS Planning have delivered unbiased financial planning and portfolio management advice to clients, tailored to their specific needs for a fair and transparent fixed dollar fee. We believe our work should enhance the client’s wealth, not ours.

PDS Planning, Inc.

Website Access Acknowledgment

As a client of PDS Planning, Inc. by selecting the "I Agree" button, I elect to participate in the password-protected access portion of Charles Schwab Internet web site. I understand that my participation will allow me to review certain investment-related information published by Charles Schwab and unaffiliated third parties. This password-protected access is made available to clients of Charles Schwab free of charge.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

PDS Planning, Inc.

Website Access Acknowledgment

As a client of PDS Planning, Inc. by selecting the "I Agree" button, I elect to participate in the password-protected access portion of Orion Internet web site. I understand that my participation will allow me to review certain investment-related information published by PDS Planning, Inc. and unaffiliated third parties. This password-protected access is made available to clients of Orion free of charge.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

PDS Planning, Inc.

Website Access Acknowledgment

As a client of PDS Planning, Inc. by selecting the "I Agree" button, I elect to participate in the password-protected access portion of eMoney Internet web site. I understand that my participation will allow me to review certain investment-related information published by eMoney and unaffiliated third parties. This password-protected access is made available to clients of eMoney free of charge.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.