Shawn Ballinger (CFP®)

Shawn Ballinger focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

• Retirement Income Planning • Social Security Optimization • Tax Planning • Investment Management • Risk Management • College Planning • Employer Benefits Planning • Equity Compensation • Estate Planning • Small Business Planning • Socially Responsible Investing • Charitable Giving • Wealth Transfer

Additional Information

At Columbus Street Financial Planning, we're more than just advisors; we are true fiduciaries and partners with our clients in their journey. Our commitment goes beyond transactions – we forge deep, lasting relationships, ensuring every piece of advice is tailored to your unique life journey or goals. Our transparent, flat-fee structure underscores our commitment to your best interests. Comprehensive guidance and synchronized strategies are tailored to your financial goals and values, regardless of complexity. Our expertise extends across all facets of wealth management: retirement and tax planning, insurance, college funding, estate planning, wealth transfer, and philanthropy. Your portfolio is customized to your preference for risk in coordination with your wealth goals. With Charles Schwab as our custodian, we provide low-cost, globally diversified portfolio management in traditional asset classes and alternative investments. Are you ready for a profoundly different client experience?

NAPFA Start Date

October 11, 2012

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This Office

565 Metro Place South, Ste 300 Dublin, OH 43017 Phone: (614) 732-3119