Our Services

Clintonville Financial Services is a full service financial and accounting services firm serving individual and business clients in Clintonville and Columbus, Ohio markets. 

Financial Planning   |    Wealth Management   |  Accounting   |   Taxes  |  Business Consulting


Fee-Only Financial Planning

  • Retirement Planning

  • Insurance Planning

  • Risk Assessment and Management

  • Investment Planning

  • Education Planning

  • Estate Planning

  • Income Tax Planning

  • Option: Cash Flow Analysis

  • Option: Accelerated Debt Elimination


Wealth Management

  • Investment Analysis and Policy Statement

  • Risk Tolerance Profile

  • Asset Allocation Analysis

  • Investment Guidance and Management


Accounting

  • Financial Reviews

  • Annual Compilations

  • Monthly Compilations

  • Bookkeeping

  • Payroll – Quarterly & Annual


Tax Preparation

  • Personal

  • Business

  • Estate


Business Consulting

  • Budgets

  • Financial Forecasts

  • Pro-Forma Financial Statements

  • Business Plans

  • Tax Planning

  • Operations and Investment Analysis

  • Other services on an ad-hoc basis