Can you help with employer stock and benefit decisions at retirement?

Yes. Coordinating when to exercise, sell, or roll benefits is part of income design, and we sequence those decisions with taxes and your spending plan rather than in isolation. Tax preparation itself is part of Signature Retirement, through our partner tax firm, Vincere Tax.

Do we have to come to Westerville?

No. Plenty of Dublin families work with us primarily by video, with an occasional in-person session when it's useful. The card-deck priorities exercise works both ways.

Serving Dublin from Westerville, Ohio

Retirement planning for Dublin families.

Dublin retirements often start from a corporate chapter: years of stock plans, deferred comp, and benefits packages that suddenly need exit decisions with real deadlines. The money questions are solvable. The sneakier one is identity: who are you when the badge and the title stay behind?

We plan both (the income and the life), and Dublin is an easy drive or an easier video call from our Westerville office.

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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.

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The coaching

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

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The free library

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

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Dublin questions

Asked locally, answered plainly.

Yes. Coordinating when to exercise, sell, or roll benefits is part of income design, and we sequence those decisions with taxes and your spending plan rather than in isolation. Tax preparation itself is part of Signature Retirement, through our partner tax firm, Vincere Tax.

Also serving

Westerville Columbus Worthington New Albany Gahanna