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COFS Wealth Management
Jim Hesseling
740-947-7711
jhesseling@infinexgroup.com
Welcome
Managing money has become increasingly complex.  You know you'll have to make some very careful decisions to assure your future will be financially secure.  To make these decisions wisely, you will need to understand all the financial options available and how to integrate various elements into a cohesive individualized plan.

At Central Ohio Financial Services located at The First National Bank of Waverly, you can obtain the professional advice of our Infinex Financial Advisor, Jim Hesseling.  You can count on the highest level of service and customized practical investments options.  There is no hard sell, no pressure. Our only goal is to create a strategy and package of investment products that deliver the results you want. 

http://brokercheck.finra.org/
Education and Licenses
*B.B.A. Tiffin University
*Series 7
*Series 63
*Series 66
*Ohio Life and Health
Services

Investment products and services available to you through Infinex include:

Stocks
Common and preferred equity issues of publicly traded companies

Bonds
U.S. Treasury, tax-free municipal, corporate and convertible bonds

Mutual Funds
Over 4,000 different mutual funds from the leading fund families

Annuities
Both fixed and variable annuities from various issuers

Individual Retirement Accounts
Traditional and Roth

529 College Savings Plans
An innovative college savings plan that offers tax-free growth on contributions to higher education expenses

401(k) Rollover/ IRA Rollover Services
Facilitate the rollover of 401(k), 403(b) and other employer sponsored retirement plans

Fee Based Money Management Programs
As a part of a comprehensive financial plan, fee-based money management programs utilize various asset allocation strategies which serve to complement short term planning approaches.

Financial Planning
Whether you're planning for your retirement, saving for a child's education or need to develop an estate plan we can help.

We offer access to customized financial planning services. Among these planning services are:

  • Retirement Planning
  • Estate Planning
  • Education Planning
Newsletters
  • Dividend Investing: Small Payments Can Boost Returns
    Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e.,
  • Quiz: Can You Answer These Social Security Benefit Questions?
    Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income?
  • The College Landscape After Tax Reform
    College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the elimination of Coverdell
  • What are the gift and estate tax rules after tax reform?
    The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18
  • How has tax reform affected the generation-skipping transfer tax?
    The Tax Cuts and Jobs Act, signed into law in December 2017, doubled the federal generation-skipping transfer (GST) tax exemption to $11.18 million
    
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 Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC.

Member FINRA/SIPC.  Central Ohio Financial Services is a subsidiary of The First National Bank of Waverly, Infinex is not affiliated with either entity.  Products and services are made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate.  The products are subject to investment risk including the possible loss of value.
NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK.  MAY GO DOWN IN VALUE.



This communication is strictly intended for individuals residing in the state(s) of FL, IA, OH and SC. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.