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Mission

We're dedicated to providing financial planning assistance to compatible folks that are already retired or contemplating retirement within 3-5 years.

We understand that holistic retirement planning involves more than just investments.  That's why we wrote our book `Realistic Retirement for Realistic People:  Look Before you Leap'.  It discusses, in simple terms, other very important considerations such as Social Security, long-term health care, income taxes in retirement, charitable giving and estate planning.  We encourage you to spend an hour to read our book prior to meeting with us or other prospective advisors.

We know we may not be right for you or you may not be right for us.  It's critical to know, like and trust one another in order to foster a long-term enjoyable and mutually beneficial relationship.

Our ultimate goal is to do everything possible to help you enjoy your retirement.  Situations will occur that require abnormal time and attention.  Compatibility helps relieve stress during such times.

Please call us at (614) 486-5386 if you would like to arrange a 60 minute complimentary 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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