Empowerment Wealth Strategies believes in forging lifelong relationships by providing holistic and intuitive financial guidance.
We focus on your individual needs and goals, and follow-through with a dedicated process to discover, analyze and implement a successful plan.
With effective strategies and impeccable service, our goal is to help inspire your financial confidence.
How much income and savings will you need in retirement?
An overview of today's market performance.
This calculator is designed to calculate the true cost of a loan you may be considering.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
We provide a wide array of specialized advisory and strategic services for our clients.
Empowerment Wealth Strategies has advised on thousands of personal transactions since 2002.
of consumers surveyed are concerned their income won't last through retirement.*
of consumers expect inflation to have an impact on their retirement expenses, with 26% extremely or very concerned.*
of consumers who work with an advisor have a higher confidence in being prepared for retirement.*
*Statistics based on a study done by Insured Retirement Institue (IRI)
Establish & Define Relationship
We explain how we work for you and the services we offer.
We gather data to learn more about you and your most important goals.
We Intuitively analyze your current assets and liabilities to evaluate your situation.
Develop Your Plan
We illustrate your current siutation and demonstrate strategies to help you achieve your goals in detailed steps.
We implement mutually agreed upon strategies using curated investment platforms and insurance plans best-suited for your needs.
Review & Monitor
We diligently monitor and reassess your plan to ensure it continues to meet your goals and inspire your financial confidence.
Systematic Savings Strategies
401(k) Retirement Plan Funding Guidance
Tax Advantaged Plans
Wealth Goal Planning
Retirement Healthcare Planning
Retirement Income Strategies
Social Security Planning
Retirement Plan Transitioning
Special Needs Planning
Children's Financial Education
Retirement Living Analysis
Tax Planning Strategies
Investment Advisory Services
Invesment Modeling and Planning
Tax Loss Harvesting
Tax Efficient Portfolios
Asset Allocation Review
Retirement Plan Consolidation
Personalized Financial Website
Life Insurance Analysis and Implementation Strategies
Disability Income Insurance Strategies
Long-Term Care Planning
Risk Management Reviews
Health Insurance Review
Income Protection Strategies
Asset Protection Strategies
Life Insurance Reviews
Beneficiary Audit Review
Estate Planning Document Guidance
Wealth Transfer Strategies
Business Successions Planning
Key Document Planning/Storage
Accounting Titling Review
"Failing to plan is planning to fail"
"I believe that people make their own destiny"
Co-founder of Apple
Motivational Speaker, Author
Client Service Specialist
Executive Administrative Assistant
Resources for entrepreneurs.
Educational tools to help you estimate answers to common financial questions.
Helpful information on a wide variety of financial topics.
A library of information on important financial topics.
Request information on a variety of financial topics from the comfort of your own home.
Industry expertise, independent research, and world-class investment products.
Tools to help you track the financial markets, retrieve quotes, & view charts.
Empowerment Wealth Strategies
7965 North High Street, Suite 140
Columbus, Ohio 43235