Simplifying Financial Planning with Transparent, Trustworthy Advice
Meet the new standard in financial planning: straightforward, fee-only advice from CERTIFIED FINANCIAL PLANNERS™ with real-world expertise.
Rise Above with Financial Planning You Can Trust
No Hidden Fees, Product Affiliations or Sales Commissions
Advice-only financial planning from a fiduciary empowers individuals and families by providing them with clear and unbiased guidance tailored to their unique needs.
Our Transparent Approach:
Gives everyone access to quality financial advice without any sales pressure, commissions or hidden fees
Helps you keep more of your hard-earned money in your pocket
Offers a holistic financial plan based on your goals versus solely advice on investments and insurance
Comprehensive Financial Planning for Every Stage of Life
As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Rise does more than just help you with investments. We’re your go-to partner for strategic and comprehensive financial planning to help you reach your goals.
Investment & Wealth Planning
Build and grow your wealth with a personalized investment strategy designed for long-term success. We optimize asset allocation, cash flow, and performance monitoring to align with your financial goals.
Retirement Planning
Whether you're ready for retirement or have questions about the big day, we’re here to support you! From wealth building and retirement allocations to optimizing withdrawals post-retirement, we’re here to help to navigate this exciting life change.
Estate & Tax Planning
Our advanced planning services are crafted for those with sophisticated financial needs, from tax-efficient estate planning to business succession strategies. We work in conjunction with your estate planning attorney and CPA to grow, and transfer your wealth in a way that aligns with your values and vision.
Risk Mitigation
Safeguard your financial future with comprehensive risk management. We assess insurance needs, establish emergency funds, and proactively manage risks to protect your assets.
F.I.R.E Navigation
Rise can help you plan for financial independence, retiring early, and support you after you retire! We’ll be your partner in saving and allocation strategies to meet FIRE, as well as post retirement withdraw and tax strategies.
Life Planning
Our life planning services go beyond numbers; they’re designed to support you in achieving your life’s ambitions, guiding you through major decisions and evolving with you as your goals shift.
What Sets Us Apart
Advice Only! Absolutely No Financial Product Affiliations or Assets Under Management
Experienced CFP® professional, Business Owner, Realtor & Real Estate Investor
Fiduciaries with a Legal Obligation to Act in your Best Interest
Virtual and In-Person Financial Planning to Accommodate Your Schedule and Location
Personalized, 1:1 Advising from Beginner Strategies to Complex Financial Situations
Reduced Commission on Real Estate Transactions
Meet the Founder:
Greg Sazdanoff,
Founder of Rise Financial Consultants, Greg has a diverse background as a Financial Advisor, Realtor, Real Estate Investor, Private Equity Investor, Business Owner, and Company President. Greg brings a unique perspective to financial planning with his breadth of professional expertise.
After 10 years in the industry—including leading a successful business acquisition—Greg launched Rise to offer Columbus one of its first advice-only planning models.
Greg is a CERTIFIED FINANCIAL PLANNER™, Series 7 & 66 securities licenses holder, and licensed Realtor®. He is committed to helping clients achieve lasting financial peace of mind.
FREE CONSULTATION
FREE CONSULTATION
Helping You Grow, Save & Invest Your Money.
We offer a completely free consultation to every client to ensure confidence in our approach before committing to working together. Consultations can be done virtually, or in-person. We are fiduciary CFP® practitioners located in Columbus, OH.
If you’d like to schedule your consultation, please fill out the form below:
Our Planning Process
Everyone’s financial planning needs are different! With our 1:1 approach, this timeline may vary depending on your financial picture. Some clients may need more or less sessions, or opt for the retainer model.
Before you ever commit to working with us, we will explain what our process will be for you, so that you have all the information needed to make an informed decision!
Book a Free Consultation
Once you’re scheduled for the initial consult, you will receive an intake form to fill out and bring to the meeting. Consultations can last anywhere from 30-90 minutes.
We discuss your current financial picture and what you’re looking to achieve.
Initial Planning Meeting
If you decide to continue working with us, the next meeting is focused on discovery, analysis and goal setting.
We will review and analyze your financial standing and begin to formulate a plan that will help you meet your goals.
Implementation Meeting
After analyzing your current position, we will put together an action plan together that makes sense for your lifestyle.
Once you have your action plan, we can schedule check-in meetings as necessary. Usually a yearly meeting works for many clients!
Comprehensive Financial Planning in Columbus, OH
Rise Financial Consultants is your go-to fiduciary financial planning professional in Columbus, OH, offering both in-person and virtual financial planning throughout the USA. Don’t let location hold you back from reaching your financial goals!
If you’re local to Columbus, we are happy to have consultations at your home or in public!
Still Have Questions? We Have Answers!
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A fiduciary advisor is legally and ethically obligated to act in your best interest, providing financial advice and planning tailored to your needs without conflicts of interest. They prioritize your goals over any other financial incentives.
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A fee-only advisor earns compensation solely from hourly or retainer based fees paid by clients, and not from commissions or third-party sources like traditional financial advisors do. This approach helps ensure their advice is unbiased, as they aren’t incentivized to sell specific financial products.
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We offer two tiers of service levels, including hourly and an annual 12-month planning retainer depending on your financial needs. We offer a free consultation to discuss your needs, in which we will discuss next steps and what structure is best for you!
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At Rise, we are “CFP®” professionals. A Certified Financial Planner™ and a Financial Advisor may both offer financial guidance, but there are key differences in their qualifications and focus:
Certification and Training: A CFP® holds a specific certification that requires extensive training, rigorous exams, and adherence to strict ethical standards. To earn the CFP® designation, they must complete coursework on a wide range of financial topics, including retirement, estate planning, taxes, and investment strategies. They’re also required to have a certain amount of professional experience and pass a comprehensive exam.
Fiduciary Duty: CFP®s are held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients, prioritizing clients’ needs over their own. While some financial advisors may also operate as fiduciaries, not all are required to do so.
Comprehensive Financial Planning: CFP®s are trained to take a holistic view of your finances. They offer comprehensive financial planning that includes everything from budgeting and saving to investing, tax strategies, retirement, and estate planning. Financial advisors, on the other hand, may focus on specific areas such as investment management or insurance and may not provide the same depth of comprehensive planning.
Ethical Standards: The CFP® certification requires strict adherence to a code of ethics and continuous education to stay up-to-date with financial laws, regulations, and best practices. Financial advisors without a CFP® designation may not be held to these same standards.
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With our advice-only model, we take no assets under management. We are here to help navigate investing, financial planning, tax strategies and more. We are here to empower our clients with the goal of creating a diversified portfolio with the lowest internal fees possible.
Did you know?
Many traditional financial advisors charge around 1% to 2% annually on assets under management (AUM). That might sound small, but over 30 years, these fees can reduce your portfolio’s growth by up to 25% due to compounding costs.
Hidden fees, like expense ratio, on mutual funds, annuities, and other financial products can add 0.5% to 1.5% in extra expenses each year. These fees are often layered on top of your advisor's AUM fee, potentially doubling your annual costs without you even realizing it.
Non-fiduciary advisors are often paid 3% to 6% in sales commissions on certain investment products, usually called “front end fees”. This incentive can lead to product recommendations based on commission, rather than your best interest.
A 2020 study by the Institute for the Fiduciary Standard revealed that many investors are unaware of the differences between fiduciary advisors, who are legally obligated to act in their clients' best interests, and non-fiduciary advisors, who are only required to recommend suitable investments.