Start Your Roadmap for Retirement ^SM Here

What's at risk in your retirement? Your Roadmap will address the four major risks in retirement – taxes, fees, market risk and long-term care – with a solution that's right for you.

Complete the form or give us a call at:

(614) 665-1906

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Your Roadmap Will Include

Tax Map

Your IRA tax burden could be your largest debt in retirement and without a plan, Uncle Sam could get more than his fair share. Our Tax Map ensures that the taxes you pay are minimized so your hard earned IRA dollars stay where they belong — with you and your family.

Fee Filter

It should be easy to understand how much things cost. The Fee Filter uses software to show exactly how much you're paying in advisor fees, and how much you are paying for investments. Then surfaces alternative investments to help minimize fees.

Market Flashlight

This tool shows you exactly how much risk is in your portfolio, then we run a stress-test to see what that risk means in real dollars if another 2000 or 2008 were to occur.

Long-Term Care Compass

Uncover which assets could be at risk if you or your spouse go to a nursing home and what you can do to protect against the costs.

Your personalized Roadmap for Retirement^SM contains all the tools you need to minimize the greatest risks to your retirement, including a Long-Term Care Compass, a Tax Map to lower your overall tax burden, a Market Flashlight to right-size your market risk, and a Fee Filter to identify how much you're paying in investment and advisor fees.