7795 Walton Parkway
New Albany, OH 43054
Legal advice and estate planning needs
Mark W. Koehler, Attorney at Law serves Columbus, OH, and Ft. Lauderdale, FL, and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Advanced Retirement Planning Solutions.
Advanced Retirement Planning Solutions provides investors custom tailored strategies to meet short and long-term needs. Our goal at Advanced Retirement Planning Solutions is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.
Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our client’s financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.
Just imagine a complete portfolio, where all your financial, estate, and tax preparation needs are addressed in a customized binder. This is your comprehensive retirement plan. Our coordinated approach ensures that your plan is developed using an all-inclusive view. We have found that many financial services professionals focus on products; our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.
Advanced Retirement Planning Solutions and Megan Golden do not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional we will partner with local CPA firms to provide tax services.
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