Tax-smart retirement planning: Affordable expertise, tailored solutions.
Get personalized financial advice at a flat fee, then pay only for the time you need.
Frustrated by traditional financial advisors?
How we are different:
Retirement planning.
Providing the support needed to make wiser 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 our recommendations to you.
Pay only for the time you need.
No investment management fees. No subscription fees. You only pay for the time you need.
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 develop a plan of action that leaves you feeling excited, confident, and in control of your future.
How we help
Flat Fee Financial Planning Services
You want to achieve your retirement dreams with confidence and clarity. The Flat Fee Financial Planning Services engagement can provide you with a complete financial design, supported by a CERTIFIED FINANCIAL PLANNER® professional.
This initial engagement is a one-time investment, but we are here to support you as your needs evolve. Future financial planning services can be scheduled on an hourly basis to address your changing circumstances.
You are likely a good fit if you:
- Feel like your finances are getting too complex to understand how everything works together.
- Sense that you may not know everything you need to know to avoid making a big mistake.
- Value a planning philosophy focused on managing risks over “beating the market.”
Hourly Financial Advising Services
You want an updated retirement roadmap to help yourself rest easy knowing that you are staying on track.
The Hourly Financial Advising Services engagement is for returning clients who want to keep feeling secure with their money.
You are likely a good fit if you are looking to address the following retirement and tax planning matters or more:
- Want to know how much you can spend given your resources and ambitions.
- Want to know what would lead to an adjustment in your spending, both up and down.
- Want to know how to improve your after-tax retirement income to keep more of your hard-earned money.