Questions? Get in touch!

Mailing Address:
970 Northwest Blvd.
Columbus, OH 43212

Appointments by videoconferencing only.

Interested in working with us?

We serve clients age 50+ seeking tax-efficient retirement planning and investment recommendations for a fixed fee. We help you maintain full control over your money while receiving professional advice on things like reducing your tax bill, investing smarter, and creating retirement income.

We are located in Columbus, Ohio, serving clients locally and throughout the country through our simple but secure virtual platform.