Financial Solutions, LLC
Financial Solutions LLC (Financial Solutions) is an independent investment advisory firm providing personal financial planning solutions on a fee-only basis.
We provide financial advice, guidance, and education to clients from all walks of life. We have no income or net worth minimums. Fees are determined on a project basis, depending on complexity. The fee amount for an engagement is fully disclosed before an engagement begins.
We are fiduciaries. We do not receive commissions, sell financial products or charge fees based on a percentage of clients' assets or net worth. Our clients include young families, corporate employees, business owners, professionals, and many others.
We use a common-sense, educational approach to develop understandable, no-nonsense solutions specifically tailored to each client's unique situation. We believe that financial planning does not have to be rocket science to be effective....in fact, simpler is usually better.
Paul Dolce is the founder of Financial Solutions LLC. Paul's Qualifications Include:
- -MBA, Finance/Accounting, The Ohio State University
- -Certified Financial Planner ™ professional
- -Adjunct Instructor, The Ohio University’s CFP Program (Tax Planning)
- -25+ years’ experience in corporate finance, and financial services
- -Mentor in The Ohio State University MBA Mentorship Program
- -Advisor to Ohio State’s Student Financial Planning Association
- -Very active in Columbus’ financial planning community through memberships in multiple organizations