Western & Southern offers wealth planning resources for physicians
*The following is a word from Western & Southern, a trusted sponsor of the Columbus Medical Association…
“What we provide is a comprehensive process — that’s localized in Columbus and the greater Central Ohio area — to physicians and businesses that have larger life goals and bucket list items that they would like to enjoy sooner, rather than later.
We are engaged with our clients from the beginning, and start our client life cycle with a simple phone call. We then schedule a FIT appointment to see if we’re the right fit for the client before pursuing a working business relationship. However, we are extremely confident that our clients will know significantly more about their wealth after they meet us than they did before they met us. We welcome qualified introductions from existing client’s or our friends in the CMA community, and hope to be a valuable resource for them going forward.”
Kyle Gleich, Staff Manager and Financial Representative