focus on blending retirement financial planning with fee-only, discretionary portfolio management. We currently manage over1 million. We offer guidance to Retirees, Near Retirees, Wealth Accumulators, and Company Retirement the benefit of two generations of financial advisors with over four decades of experience. Our

consultation, retirement planning, and fee-only financial advising. We have offices in Worthington, Westerville, and near Easton Town Center for our customers' convenience. Our team of experienced advisors are devoted

Phoenix, Arizona that helps clients in retirement or nearing it. Our mission is to help our clients - all as a fee-only fiduciary without charging commissions or selling products. Our experienced team of advisors can help