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About Us

Our Mission

Our Mission

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.

Cost of Retirement

How much income and savings will you need in retirement?

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Markets at a glance

An overview of today's market performance.

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Loan Payoff Calculator

This calculator is designed to calculate the true cost of a loan you may be considering.

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Estate Planning

Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

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Our Services

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.

Accumulation Strategies

Accumulation Strategies

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Distribution Strategies

Distribution Strategies

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Investment and Asset Management

Investment and Asset Management

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Insurance Planning and Risk Management

Insurance Planning and Risk Management

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Financial Guidance and Tax Planning Strategies

Financial Guidance and Tax Planning Strategies

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Estate Planning Strategies and Wealth Transfer

Estate Planning Strategies and Wealth Transfer

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PLANNING MADE SIMPLE

Experience Asset Map



73

of consumers surveyed are concerned their income won't last through retirement.*


92

of consumers expect inflation to have an impact on their retirement expenses, with 26% extremely or very concerned.*


79

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)

Our Process

Step One

Step One

Establish & Define Relationship

We explain how we work for you and the services we offer.

Step Two

Step Two

Discovery

We gather data to learn more about you and your most important goals.

Step Three

Step Three

Data Analysis

We Intuitively analyze your current assets and liabilities to evaluate your situation.

Step Four

Step Four

Develop Your Plan

We illustrate your current siutation and demonstrate strategies to help you achieve your goals in detailed steps.

Step Five

Step Five

Implement Plan

We implement mutually agreed upon strategies using curated investment platforms and insurance plans best-suited for your needs.

Step Six

Step Six

Review & Monitor

We diligently monitor and reassess your plan to ensure it continues to meet your goals and inspire your financial confidence.

Advisory Planning Services

Accumulation Strategies

Accumulation Strategies

Systematic Savings Strategies

401(k) Retirement Plan Funding Guidance

Education Planning

Vacation Planning

Tax Advantaged Plans

Wealth Goal Planning

Wealth Monitoring

Retirement Healthcare Planning

Distribution Strategies

Distribution Strategies

Education Distribution

Retirement Income Strategies

Social Security Planning

Healthcare Expenses

Retirement Plan Transitioning

Tax Efficiencies

Systematic Distributions

Gifting Strategies

Financial Guidance and Tax Planning Strategies

Financial Guidance and Tax Planning Strategies

Financial Planning

Special Needs Planning

Eldercare Planning

Divorce

Job Transition

Business Strategies

Children's Financial Education

Retirement Living Analysis

Tax Planning Strategies

Investment and Asset Management

Investment and Asset Management

Investment Advisory Services 

Invesment Modeling and Planning

Risk Analysis

Tax Loss Harvesting

Tax Efficient Portfolios

Alternative Investments

Asset Allocation Review

Retirement Plan Consolidation

Personalized Financial Website

Insurance Planning and Risk Management

Insurance Planning and Risk Management

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 Strategies and Wealth Transfer

Estate Planning Strategies and Wealth Transfer

Estate Planning Document Guidance

Gifting Strategies

Wealth Transfer Strategies

Business Successions Planning

Key Document Planning/Storage

Accounting Titling Review

Wealth Monitoring

Beneficiary Planning

Multi-Generational Planning

Our Team

Client Engagement Team

Research

Business Owner Resources

Business Owner Resources

Resources for entrepreneurs.

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Calculators

Calculators

Educational tools to help you estimate answers to common financial questions.

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Our Values

Newsletters

Helpful information on a wide variety of financial topics.

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Our Resources

Research Articles

A library of information on important financial topics.

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Product profiles

Product Profiles

Request information on a variety of financial topics from the comfort of your own home.

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Commentaries

Commentaries

Industry expertise, independent research, and world-class investment products.

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Our Values

Market Watch

Tools to help you track the financial markets, retrieve quotes, & view charts.

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Contact Us

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.

Empowerment Wealth Strategies

7965 North High Street, Suite 140

Columbus, Ohio 43235

Phone: 614-310-8265

Fax: 614-360-1312

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