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Financial Guidance Designed
Exclusively for Retirees
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?
You've spent decades building your nest egg.
Retirement introduces a new challenge - making that wealth last comfortably for the rest of your life.
✅Complimentary Retirement Income Checkup
Most retirees don't lack savings.
They lack coordination.
That coordination is what we offer.
How do you pay yourself safely?
Let us show you how to balance income today and security tomorrow.
What happens in the next downturn?
We can help you prepare, calmly and logically, before it occurs.
How do I keep more of what I earn?
We specialize in lowering your tax bill in all the phases of retirement.
Will my partner be ok without me?
We help over 100 widows and widowers to both maintain the lifestyle they were accustomed to and have true peace-of-mind.
What Our Clients Say
I didn't know enough about taxes and retirement income. Thanks for the education. Thanks for a plan that makes sense.
Joy B., Perrysburg, OH
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.
Our company name is rather unique. "Serious Money" is in our name because there are no do-overs in retirement. "Ohio" because that is our primary service area, though we have wonderful clients that we help all across the country.
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