Retirement Planning

Retirement Planning

Preparing for retirement is more than just putting your money in investments and earning the highest return possible.

There are a multitude of other variables to account for that could be the difference between retiring comfortably according to your lifestyle expectations, and barely getting by.

We can help you prepare for retirement, and make it the way you envision it.

IRAs and 401(k)s

Social Security

Long-Term Care

Asset Allocation


IRAs and 401(k)s are both great ways to save for retirement and build compound interest. Additionally, there are different types of each one that have their own benefits and disadvantages.

We can teach you how to maximize your retirement account, and handle those assets for you.

You cannot rely on social security alone to carry you through retirement. Current paychecks given to retirees are not enough, and social security benefits are sure to decrease in the coming years. The full-retirement age is also likely to increase, meaning retirement could be further away than you think it is. We can teach you how to maximize your social security benefits, in order to supplement the rest of your retirement income.

Rising medical costs could eat away at your nest egg, and decimate your legacy-building efforts. That is why it’s important to plan for any long-term care needs you may have.

Many pre-retirees think that Medicare will cover their medical expenses, and that is simply not true. The average out-of-pocket care cost per year increases with age. Medicare also doesn’t cover many services you may need such as vision, dental, and hearing aids or exams.


Planning how you will spend your retirement income is just as important as planning how to save for it. Your financial plan will take your current and desired lifestyle into consideration.

So, you’ve saved up enough money for retirement, or so you think. Taxes can take a huge chunk out of your retirement savings. It’s important to plan for a variety of different tax scenarios that might occur in the future.

Take Charge of Your Financial Future

We understand just how big of a decision choosing the right Financial Advisor can be.

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655 Metro Place South
Suite #440
Dublin, OH 43017 USA