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Serving Columbus from Westerville, Ohio

Retirement planning for Columbus families.

Columbus retirees built this city's quiet prosperity: decades at Nationwide, OhioHealth, the universities, the trades, and a thousand family businesses. What most of them were never handed is a plan for the part after the paycheck: turning savings into income, deciding the care question, and figuring out what a Tuesday is for.

We're based just up the road in Westerville, and we work with families across the metro, in person or by video, whichever your calendar prefers.

What we do

One team for the money and the life.

The plan: $2,500 flat

Signature Retirement: income design, protection, long-term care, and your priorities discovered with the Next Five deck. Fees published, no minimums.

See the plan

The coaching

Certified retirement coaching for purpose, identity, and the couple's conversation, including the Unwrapping Retirement guided course.

See the course

The free library

The podcast, plain-language answers, and the ten-question Picture Check. Start free; go deeper when it earns it.

Browse resources

Columbus questions

Asked locally, answered plainly.

  • Yes. Our office is in Westerville on the northeast side, and we serve families throughout the Columbus metro: in-person sessions locally, video everywhere else. The planning experience is identical either way.

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