Flat Fee Financial Planning
for Individuals Over Age 50
CFP® Professional | Fiduciary Planner | Fee-Only Advisor
As Featured In:
As You Approach Retirement,
You May Have Questions Like:
When can I retire?
When should I start Social Security benefits?
How do I reduce my taxes in retirement?
Should I change my investments now that I’m closer to retirement?
What’s the best way to take money out of my various accounts?
How do I handle health insurance before I start Medicare?
It Can Feel Overwhelming Trying to Answer
All of These Questions
Our True Wealth Planning Process Will Help You:
Identify and clarify your
true values and priorities.
Guide you in creating a
vision for your ideal
retirement.
Build a True Wealth
retirement plan that
supports your vision.
What Makes Us Unique?
Life Centered
Planning
We use a True Wealth planning process that helps align your values and goals with your money.
Retirement Focused
Retirement planning is our specialty. It's what we do best. We don’t try to be all things to all people.
Flat Fee
Financial Planning
We provide flat fee financial planning
and investment management. We also offer one-time financial plans.
Tax Planning
We have a deep knowledge of taxes in retirement and incorporate tax minimization into your plan.
Virtual Services
We have three offices in Ohio (Dayton, Cincinnati, and Columbus) but can work with clients virtually throughout the US.
Fee-Only
Our only compensation is received from our clients. We do not receive commissions.
Memberships And Alliances
