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…
Originally published April 2, 2021 Columbus Business First Recognizes PDS Planning Columbus Business First, in its annual rankings of Fee-Only Financial Planners, once again recognizes PDS Planning. Business First ranks firms by size, based on assets under management. PDS ranked #9 in central Ohio with over $941 million dollars under management. Though PDS is…
A recent post from Jamie on his WealthAdviceMadeSimple blog regarding potential impacts of the CFP® Board’s new code of ethics and standards of conduct. But the Commercials Are So Good! For years now, I’ve been railing about what I believe to be misleading commercials on TV from big insurance companies that talk about trust, and helping…
Originally published July 10, 2019 Why Being Ranked Matters PDS Planning is proud to announce we are once again ranked as one of the Top 10 Central Ohio Fee-Only Financial Advisory firms as put out by Columbus Business First. Ranked by assets under management, we placed #10 this year, and though we applaud their efforts…
Originally published July 10, 2014 “Help me…help you.” Jerry Maguire used that line when trying to convince Rod Tidwell that he was the best sports agent for him in the famous 1996 movie. His point was “I’m not like the rest of the agents out there; I care about my clients.” As a Registered Investment…
