Expert Retirement Planning for Years of Financial Security
Helping you make prudent decisions today for a more secure tomorrow.
Plan for a Comfortable Retirement
Your retirement could last 30 years or more. Let us help you plan for financial security and a fulfilling future.
Veteran-owned, Ohio-based financial professionals.
A COMFORTABLE RETIREMENT STARTS WITH A PLAN
Need to develop a Plan?
We have a simple 4 step process
Build My Plan
OUR TEAM HAS THE INVESTMENT, TAX PROFESSIONAL AND LEGAL ADVISOR THAT EVERY RETIREE NEEDS
Richard “Allen” Stocker, USAF (R)
Our CERTIFIED FINANCIAL PLANNER® Professional
Carolyn A Peterson IRS Enrolled Agent
Tax Strategists
Mathew W Donald Esq., L.L.M. Us Army Major (R)
Legal Consultant
Richard “Allen” Stocker, USAF (R)
Our CERTIFIED FINANCIAL PLANNER® Professional
Carolyn A Peterson IRS Enrolled Agent
Tax Strategists
Mathew W Donald Esq., L.L.M. Us Army Major (R)
Legal Consultant
