HOLISTIC RETIREMENT PLANNING
Retirement, Coordinated.
Clear income, smarter taxes, and a plan that works together - so retirement feels intentional, not uncertain.
Or schedule a complimentary retirement checkup here.
What Our Clients Say
I didn't know much about taxes and retirement income. My checkbook will appreciate your recommendations for a long time to come!
Joy B., Perrysburg, OH
Most people don't lack savings.
They lack coordination.
Investments, taxes, Social Security, income planning, insurances, and legacy decisions are often handled in isolation - creating blind spots that often appear at the worst of times.
I help bring everything together before these mistakes can become more expensive or even unfixable.
initial conversation
I listen first to your goals, concerns and current situation. This is your time to get your questions answered, see our process, & decide if we are a good fit.
identify gaps & opportunities
I look for disconnects between income, taxes, investments, and retirement timing. And for strategies and financial tools that would help.
clear next steps
You leave with clarity - whether you choose to work with us or not. Our meeting is just a conversation
The Five Biggest Retirement Risks
1. Coming up short on income in retirement
2. Paying more in taxes than necessary
3. Market declines, or poor sequence of returns,
near or in retirement
4. Healthcare expenses and longevity
5. Mistakes around legacy including ownership and beneficiaries
Our process is a good fit if you:
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Are retired, or within 10-years of retirement,
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Have accumulated savings but want professional coordination,
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Are concerned about taxes, income reliability, or market volatility,
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Prefer education and guidance over pressure or product sales.
Retirement decisions become harder - and more expensive - to fix later. Start with clarity. Today.
Or schedule a complimentary Retirement Checkup here.
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.
