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Lori A. Morris, CFP®, MBA

Insights Insurance & Investment Group

5550 Paul Blazer Pkwy
Ste 125
Columbus, OH 43017
Phone: (614) 763-0053
Fax: (614) 718-5350

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Nontraditional Households
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.