You Have One Opportunity to Plan for Retirement
We help you make informed decisions
today for a more secure tomorrow.
Be prepared!
Your Retirement May Last 30 Or More Years!
Looking for an experienced team of financial professionals in the Columbus, Ohio area? A partnership with an experienced team of Pataskala, Ohio, financial professionals can be the difference between a comfortable retirement and compromises that impact your mid/late retirement years.
As a Columbus, Ohio area veteran-owned business, we can assist you in building extra income that makes your retirement years more enjoyable while looking for ways to reduce your tax liabilities.
Have I Saved Enough?
Facing the crucial question, ‘Have I saved enough for retirement?’
Read our Step-by-Step Retirement Planning Guide to find out.
If you start your retirement without a clear financial strategy, you’re not alone.
Many people we meet find themselves pondering these questions:
How are my current investments performing?
You can review all of your investments in one easy-to-use online portal 24/7.
What tax bracket will I be in?
We’ll develop a comprehensive tax plan that looks at your tax liabilities year-by-year.
Will I have reliable income for the rest of my life?
We help develop and implement a retirement investment plan that includes various income sources based on your needs.
When should my spouse and I start taking Social Security?
Our Cash Flow Analysis will examine your other income sources and tax situation to determine when to start taking your benefits.
Will inflation undermine my retirement lifestyle later in life?
Our retirement planning process includes assumptions about inflation. Without it, you run the risk of outliving your money.
What is my biggest financial risk?
Our comprehensive four-step retirement process will uncover any financial biases, concerns, and goals you have so we can address these concerns head-on.
Are my assets invested the way they should be?
We fully analyze your current investments when we start working together and assess if changes are needed based on your long-term goals and needs.
These frequent questions may seem straightforward, yet many people lose sleep worrying about their finances during retirement.
As retirement planning specialists, we know a tailored investment strategy can help reduce your tax burden, ensuring your retirement years are as fulfilling and worry-free as possible.
How We Work
Choosing who will oversee your financial future is one of your most important decisions, so it’s important to see if there is a mutual fit.
We Are Fiduciaries
We are legally bound to put YOUR interests ahead of our own.
We Do the Heavy
Lifting for You
We oversee and manage your assets, so you don’t have to.
We Specialize in
Working with Retirees
We work with individuals who have accumulated $400,000 or more of investable assets.
An Easy Four-Step Process for Planning Your Retirement
Have you envisioned what life will look like once you retire (or have already retired)? Our four-step process helps you define your retirement goals using proven financial planning, investing, and tax strategies.
Stay up-to-date on how the latest financial topics impact you.
Your Columbus Retirement Roadmap for 2025
7 Ways to Harmonize Your Finances and Holidays for a Peaceful Columbus Retirement
Is Retirement More Than Just Money? Your Columbus Lifestyle Blueprint
Want to get to know us?
Tune in to WNKO – KOOL 101.7 on Mondays at 5:10PM where we do a segment about the good/bad money decisions of Classic Rock Musicians.
We’ve also been featured on ‘Out N About’ on CWColumbus/WWHO, ABC/WSYX
Are You Ready for 30 Years of Retirement?
Could your Golden Years last longer than your savings? Will your retirement funds sustain your desired lifestyle later in life? Take the Patriot Free Retirement Readiness Checkup – your first step toward a financially secure retirement.
