Our Financial Services Team
College 529 Plans
Disability Income Insurance
- Estate Preservation
- IRAs & SEPs
- Life Insurance
Long Term Care Insurance
- Retirement Planning
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How much Life Insurance should you have?
The amount of life insurance a person should purchase to protect their loved ones depends on many factors, including life stage, family picture and financial standing.
Important questions to consider:
- How much of the family income do I provide?
- How would my survivors, especially my children, get by?
- Does anyone else depend on me financially, such as a parent, spouse, grandparent, brother or sister?
- Do I want to set aside money for my children to finish their education?
- How will my family pay final expenses and repay debts after my death?
- Do I have family members or organizations to whom I would like to leave money?
- Will there be estate taxes to pay after my death?
Ask our advisors about life insurance to protect you and your family.
Earl R. Borders, III
Earl has almost forty years experience in the financial services and insurance industry.
He currently serves as Vice President of our Financial Services Division, and has held several managerial and administrative roles in his career. He has served as president of the Tri-County Estate Planning Council in Pickerington, Ohio, president of the Licking County Life Underwriters Association and state president of the National Association of Insurance and Financial Advisors - Ohio. Earl holds eight professional designations demonstrating professional expertise in various disciplines within the industry. He is both qualified and experienced to aid our clientele in the areas of: insurance planning, retirement planning and estate planning. He also assists our business clients in business succession planning, non-qualified deferred compensation and many other areas of business insurance.
A native of Columbus, Ohio, Brenda Davidorf has been in the financial services industry since 1985.
Her main responsibility is to meet with clients and help them reach their financial goals. Her duties may vary, but she will offer advice on a variety of products and services that will best suit her customers’ needs. Whether meeting with an individual or a company, she always endeavors to give sound financial advice. Some of the areas she specializes in are life insurance, retirement planning, disability insurance and long term care. She can be reached at 614-471-7676 or on her cell phone at 614-306-2726.
Kevin entered the world of Personal Financial Services in February of 1988.
"When I'm asked what exactly it is that I do, it's not always a simple answer, Kevin says. "I help my clients choose the proper amount of insurance and investment products that they need in order to protect themselves against a number of life's unknowns... premature death, property and casualty losses, and disability. If they live to retirement age, I assure that they will have enough money for potential long-term care needs and a lifetime of income."
Kevin works out of our Westerville office at 178 W. Schrock Rd. Contact him on his direct line at 614-471-7676.
Todd N. Tarney, Sr., CMFC
Todd is an experienced and knowledgeable financial advisor with 23 years of experience, ready to work with you to ensure you and your family's financial future. He has a degree in Marketing/Management and also licenses for Long-Term Care, Life Insurance, Annuities, Series 7 and including a Designation as a CMFC, Chartered Mutual Fund Counselor.
As a financial specialist, Todd's main goal is to help you make well-informed decisions on what types of financial products are right for you. Todd will always listen to your concerns, share all information about potential investments, including benefits, risks and treat your financial goals with the same care and interest that he devotes to his own.
Todd looks forward to being a trusted advisor and experienced resource as you build a secure portfolio of investments and financial plan. Contact Todd by phone at 614-471-7676 or on his cell 614-949-3518 and let's get to work on your future.