Request a Retirement survival kit
Limited quantities available, request yours now! Includes:
Book - Stress-Free Retirement by Patrick Kelly
Baby Boomer’s Guide to Medicare
Baby Boomer’s Guide to Social Security
Retirement Expense Budget Planner
A Bull Moose Mug!
Invitation to a one-on-one comprehensive portfolio review
To receive free Retirement Survival Kit, please fill out the form below!
Schedule a visit
Our Office
5630 Main Street, Sylvania, OH, 43560
No pressure. No sales pitch. No cost. No obligation. Just a conversation and some good coffee. The goal of this visit is simply to get to know each other and to explore whether or not we are a fit to work together. If retirement is supposed to be relaxing, shouldn't retirement planning be relaxing too? We think so.
Click the button below to schedule a visit online.
Or, give us a call at (419) 517-4477.