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:
Retirement planning.
Providing the support needed to make clever financial decisions, whether you are approaching or in retirement.
Tax planning.
Incorporating lawful tax minimization strategies to have more money for the things you want to do.
Act as a fiduciary.
Putting your best interest first, and fully disclosing and managing unavoidable conflicts fairly in your favor, at all times.
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.
Fee-only services.
Without exception, we do not accept commissions, referral fees, or compensation of any kind based on selling financial products.
Transparent and understandable fees.
Fixed fees that are not a percentage of your investment portfolio. Advising on a $2 million versus $1 million portfolio does not double the work, so it should not double your fee.
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.
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
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.”
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).