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Shawn Ballinger, CFP®

Budros, Ruhlin & Roe, Inc.

1801 Watermark Dr
Ste 300
Columbus, OH 43215
Phone: (614) 481-6900

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Insurance
  • Job Loss
  • Retirement
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Succession Planning
  • Sudden Wealth
  • 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.