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Most people are not financial experts. Most know planning is vital, but don't have the time, the energy, or the expertise to make the tough financial decisions.
You may have consulted a "financial advisor" in the past. You may have found that those with proprietary products often recommend narrow solutions with the products they sell.
At Budros Ruhlin & Roe we work exclusively for you. Not for a brokerage house, not for an insurance company, not for a bank. We accept no commissions from the sale of financial products.
We understand the importance of a balanced and diversified financial plan. That's why we'll work closely with your attorney, your accountant and your banker. We'll gather and synthesize information from all the sources you depend on, to give us a complete picture.
We'll ask a lot of questions and get to know your existing portfolio and plans intimately. Though our planning process is extensive, the end result is worth it: a completely personalized program designed to meet your needs. We want to know more than just your facts and figures. We want to understand your own unique situation to thoroughly appreciate your unique goals.
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