During your first year as a client of Budros, Ruhlin & Roe, you'll attend a series of planning sessions, so that we can work together to establish the best course of action and the most accurate picture of your needs and goals.

A typical schedule for your first year might look like this:

First Meeting - Data Gathering
Second Meeting - Tax and Cash Flow Planning
Third Meeting - Long Term Planning for retirement, funding, and education
Fourth Meeting - Investment Planning and Strategies
Fifth Meeting - Estate and Disability Planning

Throughout this entire process, we'll help you create both a sensible and achievable plan for your financial future and security. Your plan becomes a dynamic model that is strong enough to support your goals, yet flexible enough to adjust when your needs or goals change.

During these sessions, you'll meet with the principals of our firm, as well as dedicated specialists in specific areas. After this first year, we'll continue to meet with you on a regular basis and prepare quarterly financial statements. We'll also prepare quarterly investment performance reports.

At Budros, Ruhlin & Roe we take a long-range, proactive approach to your financial goals. Although many financial consultants are just now discovering the advantages of fee-only service to their clients, weve been committed to it since 1979. We have developed a time-tested approach to serving our clients that is unique in both perspective and application.

Unparalleled Ability
At Budros, Ruhlin & Roe our entire staff, including investment specialists, tax specialists, and estate planning experts, work to identify and attain your goals. In addition to the wealth of knowledge and experience available to you, we are constantly striving to broaden our services. One way is through our affiliation with The Alpha Group, an exclusive association of investment advisors from across the country who work to combine their expertise, resources and talents so that each can better serve his or her clients.

Constant and Consistent Communication
We encourage you to contact us to ask questions and to keep us informed. You'll attend a series of meetings with the company principals, as well as other financial and investment experts on our staff.

A Personal Financial Advisor
You'll always be in close contact with your personal financial advisor--someone who is both familiar to you and who knows your individual situation. He or she manages the process by which information flows smoothly into the planning system so that it is accessible and accurate. Your personal financial advisor also assists you in implementing financial planning and investment decisions.