Emerald Financial Advisors
Welcome to Emerald Financial Advisors

7269 Sawmill Road Suite 100
Dublin, OH 43016





Emerald Financial Advisors
Latest Video Client Alert
  • When a Saver Marries a Spender, Every Penny Counts
    If you're a penny pincher but your spouse is penny wise and pound foolish, money arguments may frequently erupt. Couples who have opposite philosophies regarding
  • Give Your Retirement Plan an Annual Checkup
    Financial professionals typically recommend that you review your employer-sponsored retirement savings plan annually and when major life changes occur. If you haven't
  • Periodic Review of Your Estate Plan
    An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. It allows you to
  • What is a phased retirement?
    In its broadest sense, a phased retirement is a gradual change in your work patterns as you head into retirement. Specifically, a phased retirement usually refers to an
  • Are federal employees eligible for phased retirement?
    Yes, a phased retirement program is authorized by the Moving Ahead for Progress in the 21st Century Act or MAP-21. In 2014, the United States

Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Insurance services offered through Emerald Financial Advisors, LLC which is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the state(s) of AL, CA, CO, FL, GA, HI, IL, IN, IA, KY, MI, NJ, NY, NC, OH, PA, SC, TX and WV. No offers may be made or accepted from any resident outside the specific states referenced.