Meghan  Mader,  CFP<sup>&reg;</sup> - Financial Advisor

Meghan Mader, CFP®

CCO / COO /Managing Partner

Collaborative Financial Partners LLC

Collaborative Financial Partners LLC, 2875 W. Dublin Granville Rd
Columbus, OH 43235
FINANCIAL ADVISOR'S WEBSITE
(614) 799-2900

General

Meghan Mader is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Collaborative Financial Partners LLC in Columbus, OH and the surrounding communities.

Financial Advisor Experience

MEGHAN MADER CFP®, CRPC®, MSFP®, RICP® Chief Operating Officer / Chief Compliance Officer / Managing Partner ?Meghan graduated with a BSBA from the Fisher College of Business in 2004 at The Ohio State University where she majored in Risk Management and Insurance. Meghan is a Chartered Retirement Planning Counselor sm. Furthermore, at the end of 2011 she earned the CFP® professional designation. The CERTIFIED FINANCIAL PLANNER™ certification is recognized as a standard of excellence for personal financial planning. In 2013, Meghan earned the RICP® designation. The Retirement Income Certified Professional® designation is awarded through The American College and focuses on creating sustainable retirement income strategies for clients. In 2015 she earned her Master’s in Financial Planning from the College for Financial Planning. Meghan is the co-founder of Collaborative Financial Partners LLC, a Registered Investment Advisory, practice that provides personalized client service and is dedicated to meeting the complex and unique financial needs of their clients. Meghan built our T.E.R.M (Tax Efficient Retirement Modeling) Software, which was originally completed in 2014. In 2013 Meghan started to work with some of our clients in the technology industry to find a better way to take into account Pensions, Social Security, Distributions from Non-Qualified and Qualified Accounts, Roth Conversions, Annuities, and Life Insurance Policies to save clients hundreds of thousands of dollars in taxes when compared with "Normal Retirement Income Strategies". From 2013 through most of 2014, Meghan and Chris took time working with software engineers to build a complex, but easy to navigate program, that can be used to build an efficient tax income strategy. At the end of 2014 and into 2015, the software began to be beta tested by numerous other advisors in the industry. The software builds a path to effectively minimize taxes over the long-term life of a client's income stream while maximizing the distribution of wealth with efficiency. Meghan is a member of the Resources and Development Committee for Dress for Success of Columbus. She also volunteers regularly at Dress for Success within the Suiting Program and is involved as a Mentor. Additionally, she is a member of the Financial Planning Association of Central Ohio and regularly volunteers in the classroom and at BizTown for Junior Achievement of Central Ohio.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MSFP, CRPC, and RICP

Insurance Licenses

  • Life insurance: All
  • Fixed annuities: All

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Collaborative Financial Partners LLC is a registered investment advisor. Please visit our website www.collaborativefp.com for important disclosures.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes, Women's Finances

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