Financial Guidance Designed
Exclusively for Retirees
You've worked, saved, and reached retirement.
Now your challenges have changed.
Retirement is no longer about accumulating wealth -
it's about - creating reliable income, managing taxes,
and protecting the lifestyle you've earned.
If you are already retired,
these questions may sound familiar...
Am I withdrawing the right amount?
Should my investments look different now?
How do I handle market volatility without panic?
Are taxes quietly eroding my income?
Will my spouse be financially secure?
Our ✅ Complimentary Retirement Income Checkup is a
structured review designed specifically for retirees who
want confirmation their income strategy is built to last.
What Our Clients Say
You're the advisor we needed when retirement got complicated.
Mark and Helen W., Adrian, MI
This Is Designed For Individuals Who:
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Are already retired or retiring this year
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Depend on investments for income
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Want confidence their money will last
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Are concerned about taxes or market risk
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Want a professional second opinion
Many retirees seek a professional second opinion to confirm their retirement income strategy is positioned correctly for this stage of life.
Already working with an advisor?
Many retirees don't change advisors - but the retirees who do change advisors realize that retirement requires a different kind of financial guidance.
The question isn't whether your advisor is good.
The question is whether your advisor is
built for your retirement.
The link below has three specific questions
to help you decide.
Our company name is rather unique. "Serious Money" is in our name because retirement leaves little room for mistakes.
"Ohio" because that is our primary service area, although we have wonderful clients that we help all across the country.
