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We would be glad to discuss your needs at a no cost or obligation consultation that would take place by phone initially. We will discuss your situation and address your concerns, as well as bring to light any issues that you may not have been aware of on your own. Simply call us at (623) 680-4578, or contact us via email at Following the initial consultation, we would like you to consider working with us if we mutually agree that our services can be of value to you. For most clients, their number one need is to determine if their current investment portfolio is allocated properly to meet their needs. Their second most important need to to make sure they do not run out of money before they die. Make sure you are not asking your children for help and make sure you are being responsible for yourself by being prudent today.

Call (623) 680-4578 now.

Our objective during the first conversation would be to learn about your financial picture and then show you how we can help you bring your financial picture into focus. We have found this one task can give our clients more peace of mind than they realized. We will be happy to help you if we can.

​Columbia Station, OH 44028

(623) 680-4578

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You’ve probably been planning for retirement in some way, shape, or form for many years. Maybe you participate in your company’s 401(k) plan or set aside money in a traditional or Roth IRA. Maybe your employer offers a pension plan. All of those are important retirement income planning actions. As you get closer to retirement, it’s important to plan for your retirement income in specific detail.

  • How much money will I have coming in the door every month?
  • Will I have enough income to cover my expenses in retirement?
  • Is my retirement income guaranteed or could it fluctuate?

Download our Free, No Obligation Guide “5 Things Everyone Should Know About Retirement Income”, to help begin asking some very important questions regarding your retirement income.