Broker Check

8425 Pulsar Place
Suite 450
Columbus OH 43240
614.785.6600

Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! When the Unexpected Becomes Reality

Retirement & Wealth Planning, Inc., is a professional retirement planning, business planning, individual financial services and estate planning firm.

For our business clients, we specialize in offering qualified and non-qualified retirement plans, buy-sell planning and business succession planning. 

We work with clients to help them offer better retirements to their employees and to help accumulate wealth for the owners.

We develop client relationships. In addition to offering retirement and business planning to our clients, we offer a variety of insurance and investment products, and other supplemental services associated with our core retirement planning practice.

We work with your other selected advisors to present coordinated strategies and programs which may help you better achieve your stated objectives.

Our intent is to provide a clear explanation of our services, charges, responsibilities and expectations. We support open disclosure of philosophy, compensation, education, experience, and other qualifications. We want to help you be better informed as you work through this important area. Suggestions, input, and pertinent comments are graciously received.

 

Helpful Content

Income Protection for Millennials

Income Protection for Millennials

Income protection insurance can replace earnings during a disability and recovery.

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

 

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

5 Original Ways to Show Your Love

One of the best ways to love the people you care about is through properly protecting yourself, and them.

Protection from a Financial Emergency

A financial emergency can happen to anyone.

How Interest Rates Affect Everything

This is a good infographic to use, and reuse, whenever the benchmark interest rate goes up.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Maximizing Your Daily Life Expenses

Hour by hour, these 11 tips can help cut daily costs and save more money.

View all articles arrow

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

View all videos arrow