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8425 Pulsar Place
Suite 450
Columbus OH 43240
614.785.6600

18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

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.

 

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Required Reading: The Economic Report of the President

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The Importance of Business Valuation

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Social Security: Five Facts You Need to Know

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

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Use this calculator to better see the potential impact of compound interest on an asset.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Keys to Investing for Retirement

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When do you need a will? The answer is easy: Right Now.

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Taking your Social Security benefits at the right time may help maximize your benefit.

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In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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