Tax-efficient retirement planning for a fixed fee.
Smartly invest your hard-earned money where you want, when you want.
Frustrated by traditional financial advisors?
How we are different:
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Retirement planning.
Providing the support needed to make clever financial decisions, whether you are approaching or in retirement.
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Tax planning.
Incorporating lawful tax minimization strategies to have more money for the things you want to do.
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Act as a fiduciary.
Putting your best interest first, and fully disclosing and managing unavoidable conflicts fairly in your favor, at all times.
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Keep your accounts wherever you want.
You choose where you want to keep your money, and we advise you on your money. You always remain in control of your money.
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Fee-only services.
Without exception, we do not accept commissions, referral fees, or compensation of any kind based on selling financial products.
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Transparent and understandable fees.
Fixed fees that are not a percentage of your investment portfolio.
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Virtual services.
While our office is in Columbus, Ohio, we serve clients locally and throughout the country thanks to our simple but secure virtual platform.
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Who we serve
People age 50+ who want to enjoy retirement on their terms.
You may feel a bit uncertain, and a little overwhelmed, on how to accomplish this plan. That’s where we come in.
Together, we will take the time to get a clear understanding of your financial goals and objectives, and develop a plan of action that leaves you feeling excited, confident, and in control of your future.
How we help
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Wealth Planning
You want to realize your retirement dreams by taking control of your finances with confidence and support alongside a dedicated CERTIFIED FINANCIAL PLANNER™ professional.
The Wealth Planning engagement is for people who want a lasting partnership with a CFP® professional that will continue as they grow through each stage of life.
You are likely a good fit if you:
- Prefer to delegate so you can go out and enjoy retirement.
- Want to know your partner has someone to rely on.
- Value a process focused on managing risks over “beating the market.”
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Project-Based Financial Planning
You want a retirement roadmap to help yourself rest easy knowing that you are on track.
The Project-Based Financial Planning engagement is for people who want a one-time retirement plan review by a CFP® professional.
You are likely a good fit if you are looking for a short-term, selective service addressing the following retirement planning matters:
- Want to determine how well you are doing now.
- Want to know how your retirement prospects look going forward.
- Want to know how to safely create retirement income out of your savings (without the fear of having financial products pitched to you).