There are so many firms like this one. Why would I chose Ullmann Financial over another firm?
There are other firms that may look like ours in terms of promising to provide financial planning, but we feel that our process is unique. People choose to work with us because (1) We are independent—placing your interests above all others is our primary obligation, (2) We know that planning is not a one time thing but involves continuous monitoring, subtle changes, rebalancing to keep within the plan parameters, and the involvement of and coordination with your other advisors (insurance agent, attorney, CPA).
