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614-629-6926
ThePerriniCainGroup@rwbaird.com
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Columbus Location

4215 Worth Avenue,

Suite 200
Columbus, OH 43219

Advanced Planning

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Individualized Financial Planning

Individualized Financial Planning

Retirement Income Planning

Retirement Income Planning

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Estate Planning Strategy

Estate Planning Strategy

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Tax Efficiency Strategy

Tax Efficiency Strategy

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Risk Management & Insurance

Risk Management & Insurance

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Legacy & Charitable Giving

Legacy & Charitable Giving

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Education Funding

Education Funding

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