Savvy Outcomes Inc.

The mission of Savvy Outcomes is to offer total financial and tax planning service for those seeking objective, fee-only advice. We offer comprehensive financial planning services along with tax planning and preparation. We pay attention to all areas of your financial life including those that are often overlooked or ignored by other "financial planners.” Not only do we believe in building wealth through knowledge by supplementing our advice with education and tools, we take the worry out of your financial future. 
Would you worry less if you were more confident that you have the right financial plan, are making the best decisions about insurance, estate planning, retirement planning, budgeting, and so on, have the investments and the investment strategies that will allow you to reach your most important goals, are paying only what truly you owe in taxes instead of giving the government what’s rightfully yours? 
Our desire is to lead you to financial security and achieve financial peace of mind. Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.

To start, we offer an initial (no-cost, no-obligation) consultation to help you identify your goals while we jointly determine if the services offered match your needs.

Advisors at this Office


This Office

1991 Crocker Rd Ste 600 Westlake, OH 44145-6976 Phone: (614) 580-9926

Primary Office

2181 Southampton Lane Avon, OH 44011-1666 Phone: (520) 334-1616

Other Offices

655 Metro Place South, STE 600 Dublin, OH 43017 Phone: (614) 580-9926
1991 Crocker Rd Ste 600 Westlake, OH 44145-6976 Phone: (614) 580-9926