Small Business Excellence – Award for Best in Investing 2019
Expertise – Best Financial Advisors in Columbus 2019
June 29, 2018 – Forbes – Here Are 10 Top Secret Investment Tips From The Best
April 11, 2018 – Forbes – Heads Up: You Need a New Investment Advisor
July 31, 2014 – Forbes – 10 Ways to De-Clutter Your Finances
May 18, 2018 – Ebix – How to Educate Employees About the Tax Benefits of Saving for Retirement
December 14, 2016 – eBix – How to Educate Employees About the Tax Benefits of Saving For Retirement
June 19, 2017 – US News And World Report – How to Choose an EFT or Mutual Fund
January 25, 2017 – Manta – Best Retirement Plan Options for Small Business Owners
March 2016 – Press Release – CMP Financial Planning Launches New Website
April 1, 2014 – The Wall Street Journal – Protecting the Children’s Financial Aid
December 11, 2014 – LearnVest – The Marshmellow Approach to Retirement
January 3, 2014 – MintLife – How to Turn Last Year’s Budget-Busters Into This Year’s Gains
May 22, 2014 – the Chicago Tribune – Understanding the Annuity
December 2015 – Sayra – The Value of Truly Listening
January 3, 2013 – Business Insider – How to Turn Last Year’s Budget-Busters Into This Year’s Gains
February 2014 – Research – Tapping the Potential of Client Experience
March 12, 2014 – 32 Family Finance Experts Reveal Their Top Tips for How Families Can Save Big Money
May 2014 – Celebrating Moms in Business and Finance
April 21, 2014 – Smart Ways to Use Your Tax Refund
December 17, 2013 – Middle Income Students Face Largest Debt Risk
January 15, 2014 – Easy Ways to Start Saving for Your Summer Vacation Now
January 12, 2014 – These Zero-Interest Cards Are Your Secret Weapon Against 2014 Debt