Our Mission

Our only mission is to help you “Live Life Intentionally”, by achieving your financial and life goals in order for you to live your Ideal Life, the life you were meant to live.

We understand that every person has a unique vision of their Ideal Life.  We want to partner with you to become your Personal Financial Officer, helping to identify what you most value in life and defining the role money will play in your vision. 

 

Our Services

 

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Latest Blog Posts

Consumer Price Index Rises Again and is Up Every Month Since January

Inflation

Inflation is defined as an increase in the general level of prices for goods and services and is measured by the Consumer Price Index, calculated every month by the U.S. Bureau of Labor Statistics.

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How to Maximize Your Social Security Benefits

Planning for your Social Security benefit isn’t just about estimating the monthly check you’ll receive in the mail. There’s a right way and a wrong way to look at Social Security.

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How to MaximizeYour HSA Contributions

HSA investment advantages Buckeye Wealth Columbus OH

A Health Savings Account (HSA) can be a great alternative to traditional health care payment methods, especially if you’re young and healthy.

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