With over 20 years investing and financial experience, Nancy attained the prestigious Certified Financial Planner designation in 2006. One to One Financial Services is an independent Ohio Registered Investment Advisor, and in addition to Investment Advisory Services, offers Financial Consulting, Estate Planning, Tax Preparation and Planning for clients, and Accounting Services. We're a small company with a small client base including multi-generational families, so you get personal service. We listen to your life goals, roll up our sleeves, and map out a strategy for getting there, working with you "One to One". We'll help you navigate the difficult financial waters of life. To most successfully build your wealth you need an advisor that sees your whole financial picture. One to One: the formula for your success.Specialties: Having been through serious life transitions like divorce and widowhood, and with many clients going through the retirement process, we are uniquely qualified to offer expert guidance as you transition through these important life processes. We offer Investment management, retirement and 401k plans, financial planning and consulting, tax planning and preparation, accounting, and estate planning. We use the state of the art life financial planning software ESPlanner to map out your life goals and determine if you have "enough".