Our Services

Our ultimate goal is to do everything possible to help you enjoy your retirement.

We start by offering a three meeting process to help lay the groundwork necessary for a long-term mutually compatible relationship.

  • 1st Meeting:  Data gathering
  • 2nd Meeting:  Generic written plan presentation
  • 3rd Meeting:  Questions & answers

We try to limit each meeting to approximately 1 hour.

A one-time fee of $395 is payable at the end of the third meeting.  If specific recommendations and implementation is desired, further meetings are arranged in order of importance.  There is no obligation for you or us to proceed beyond he third meeting.

Please see this page for more information about fees & compensation

In general, We are available to meet with accountants attorneys, and other advisors in order to assist you with implementation of your written plan.

If desired, We are available for family educational meetings, negotiations involving large sales or purchases or for consultation with regard to any financial matter you may encounter.  We do not count minutes or charge extra for any special services or meetings we provide.

Please call us at (614) 486-5386 if you have questions about our services and compensation or would like to set up a complimentary 60 minute get-to-know meeting.  We hold such meetings on most Mondays, Tuesdays or Wednesdays between the hours of 9:30 a.m. and 3:30 p.m.

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