How we do business

 We are committed
to helping you achieve your financial goals
 
Our entire team is fiercely committed to a single, overarching principle: as our client, you deserve the full benefit of our expertise, experience, integrity, analysis and innovation.
 
We are driven by our obligation to perform up to, and far beyond, your expectations – to guide you past obstacles and lead you toward a lifetime of financial independence.
  
We create
coordinated solutions
 
There is a big difference between acting simply as an order-taker and devoting a considerable set of resources to synchronizing your objectives with market opportunities.
 
We understand that you’re looking for more than just a handful of investment recommendations. You need a team of advisors to help you effectively manage a customized portfolio that includes insurance tools, cash reserves and employee benefits.
 
We offer
a unique value proposition
 
We are in this for the long run. Since 1979, we have been serving a diverse clientele of employers, business owners and individual investors – helping them understand the complexities, and opportunities, inherent in the financial and risk management arenas. We add a layer of value to every client relationship, demonstrating that the whole of our multi-resource, coordinated methodology can be far greater than the sum of its parts.
 
To learn more about First Ohio Planning’s disciplined, holistic approach toward achieving sustained, financial independence, read on.
 
 
Celebrating 30 Years

 
1429 King Avenue
Columbus, OH   43212
Phone 614-486-0691    Fax 614-486-0694
lmiller@firstohioplanning.com

James S. Ryan, J.D., CFP®, AIF® and David W. Wright, CLU, ChFC are separately registered as investment advisers under First Ohio Planning, LLC, a registered investment adviser, not affiliated with Royal Alliance Associates, Inc,. offering advisory services in the states of Ohio and Texas. As such, these services are strictly intended for individuals residing in Ohio and Texas.

A broker-dealer "BD", investment adviser "IA", a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in the state as a broker-dealer, investment adviser, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

         
©2010 First Ohio Planning, LLC. All rights reserved.