Do you meet in person in Westerville?

Yes. In-person working sessions are the default for local families. We're a few minutes from Uptown Westerville, and the first conversation can happen across a real table.

What does retirement planning cost in Westerville?

The same as everywhere we serve, because we publish our fees: Signature Retirement is a $2,500 flat fee, and Signature Retirement Continuum, our ongoing management, runs 0.30% to 1.00% per year. No account minimums for the plan.

Serving Westerville from Westerville, Ohio

Retirement planning for Westerville families.

Westerville is home base. This is where The Retirement Life was built, where Rc and Deana live this season themselves, and where most of our working sessions happen: across a table, with coffee, and usually with a deck of priority cards between us.

If you're nearby, we'd rather meet you in person. The leather binder makes more sense when you're holding it.

Take the Free Picture Check Say Hello

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

Westerville questions

Asked locally, answered plainly.

Yes. In-person working sessions are the default for local families. We're a few minutes from Uptown Westerville, and the first conversation can happen across a real table.

Also serving

Columbus Dublin Worthington New Albany Gahanna