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Financial Services

Know Where You’re Going.

Managing your finances can be a difficult task at any age. Since life’s events can fluctuate on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future. Even if you know little about personal finance or saving money, Risk Management Financial Solutions of Ohio is committed to helping you realize your fiscal goals.

At Risk Management Financial Solutions of Ohio, our advisors will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. We strive to offer the expert education and assistance you can expect for achieving monetary stability and security – to make your planning process that much easier.

Our financial planning services include:
  • Financial Planning
  • Annuities
  • 401K
  • Retirement Plans
  • Mutual Funds
  • Pension Plans
  • Profit Sharing Plans
  • Traditional & Roth IRAs

What Financial Planning Can Do For You

In these times, planning for the future has never been more important. By looking ahead at your financial situation and planning accordingly, you can secure your future independence. By working with Risk Management Financial Solutions of Ohio, we can evaluate your current situation, answer any questions, offer honest and professional advice, and help you choose the right financial services to make sure you get where you want to be in the future.

Plan ahead with financial services from Risk Management Financial Solutions of Ohio.

We are proud to provide fiscal planning services for clients near Columbus, Dublin, Worthington, Upper Arlington, Hilliard, and Westerville.

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Our Location

Office

5860 Venture Drive Ste A
Dublin, OH 43017
Main office: 614-764-8505

Our Providers

"On behalf of our leadership team, I want to thank you and the members of the RMFS team for your involvement, dedication, and shared passion for service excellence. You have supported us well and that has increased our effectiveness in achieving our mission to improve the health of those we serve."
Leading Healthcare Provider
"Dick and I communicate almost daily. We are both busy, but he never fails to return calls and e-mails whether they come from me or my admin assistant. Dick always returns these calls ASAP but at a minimum, within a 24-hr. period. He even handled a request for me when he was on vacation out of town. I use Dick to provide the insurance policies for my contracting business, my rental properties, my home, and my bonds. Dick has put together these packages using 5 different insurance companies."
Matthew Egner of Egner Construction
"I consistently consult Dick on any question regarding insurance. If he happens to be unavailable, he returns my phone calls in a timely manner and provides clear concise answers. Most recently, he counseled me regarding the handling of a claim which could have voided my insurance coverage. I sure didn’t want to do that. That kind of knowledge and service is exactly why I have my business, home, life, and employee benefits with Dick and RMFS of Ohio."
Brad Rose of Contractors Siding Outlet
"Completion at last. I picked up my car from the dealership. Repairs were completed and covered by the other party’s insurance. I would not have had this quick and successful solution if you had not acted as my intermediary with the other party and their agency. To say that I am grateful cannot really convey my feelings. Thank you again for all your help and forbearance. It is really good to have a local agent."
A Grateful Client
"As a business owner, I must concentrate on bringing in income. Also, I must have confidence in my service providers and vendors. Dick has consistently communicated with me and always in a timely manner taken care of any of my requests. I recommended Dick to my friend and business associate Everitt. Dick has provided him with the same high quality service, I have received. Dick has shown that he is interested in nurturing and sustaining our business relationship."
Mitch Capperes of Buckeye Protection