Koos Wealth Management is a fee-only financial planning firm based in Dublin, OH, providing authentic and fiduciary-driven advice to successful career professionals. With a focus on financial and retirement planning, they offer high-touch services such as estate planning, business succession planning, and investment management. Their team of experts works closely with clients to create customized financial plans and construct appropriate investment portfolios, aiming to help individuals retire worry-free and achieve financial freedom.
Founded in 2001, Koos Wealth Management distinguishes itself as one of the few true fiduciary firms in central Ohio, prioritizing the best interests of their clients. They emphasize the importance of proactive planning and guide their clients through life's financial journey, recognizing that it is a marathon, not a sprint. By staying focused on their clients' long-term goals, they aim to help them make work optional and enjoy the best version of their lives.
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