Advanced Planning

Preparation is one of the greatest gifts you can give your family. By making intentional decisions now, you relieve loved ones of uncertainty later — providing clarity, direction, and peace of mind.

At J Merrill Financial, we guide you through every step of the planning process. Our consultations — whether local or outside Columbus — help you outline arrangements clearly and thoughtfully. We’ll also recommend what to bring, such as policies, ID, and family information, so you’re fully prepared.

Your Advanced Planning consultation is designed to help you take control today while preparing for tomorrow. Schedule with confidence and begin securing peace of mind for yourself and your loved ones.