Broker Check

100 Old Wilson Bridge Road
Suite 214
Worthington, OH 43085

Retirement & Wealth Planning, Inc.

614.785.6600

 

Team

 
Larry is a 1975 graduate of the Ohio Northern University College of Law. Admitted to the Ohio Bar in 1975, Larry does not practice law. Larry received his CLU (Chartered Life Underwriter) designation from the American College in 1980....

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Helga C. Klein

Office Manager

(614) 785-6600

(614) 785-9511

Helga assists Larry and Tom with the daily operation of the office. Helga is a graduate of The Ohio State University with a B.S. in Business Administration. She has 29 years experience in the financial and insurance fields. Helga has...

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Emily is a 2015 graduate of Capital Law School. Emily has worked for Retirement & Wealth Planning, Inc., since June 2011 and is Life and Health Insurance licensed in Ohio. She currently serves as the Communications Chair on the Board...

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Tom is a 2003 graduate of the Capital University Law School. Tom was admitted to the Ohio Bar in 2003, but does not practice law. Tom is also a graduate Magna Cum Laude of the University Of Toledo School Of Business, with areas of...

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Doug is the Enrollment and Education Specialist for Retirement & Wealth Planning. He has a passion for helping plan participants make the most of their financial resources. He develops and presents seminars that help plan participants...

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