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HOLISTIC RETIREMENT PLANNING
Your Retirement, Coordinated.
Dependable income, smarter taxes, and a plan that works together - so your retirement feels intentional, not uncertain.
Or schedule a complimentary retirement checkup here.
Most people don't lack savings.
They lack coordination.
For most people - decisions about investments, taxes, Social Security, income planning, insurances, and legacy - are often handled in isolation - creating problems that appear at the worst times.
I help you bring together everything in your financial life, before any avoidable problems can catch you off guard.
What Our Clients Say
I am retiring next year and wasn't sure it was going to work. Your idea about Social Security will make the difference!
Paul and Doris J., Toledo, OH
The Three Biggest Retirement Risks
1. Running out of income while you're still alive
Not because you didn't save - but because your income wasn't engineered to last.
2. Paying the IRS more than you should
Taxes don' t stop at retirement. For many, they get worse.
3. Retiring into the wrong market at the wrong time
One bad sequence of returns can permanently damage your plan.
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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