Financial Planning for Retirees in Northwest Ohio
Over 40-years of specialized planning - exclusively for Retirees.
Designed to provide you with more lifetime income, a lower annual tax bill
and protection from major market downturns.
Expert insights featured in the Toledo Blade
Exclusively Designed For:
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Retirees who want predictable income
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Near-retirees preparing for their final year
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People rolling over old 401(k)s or pensions
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Widows, widowers and solo retirees navigating retirement alone
- Couples who want to reduce their taxes and avoid mistakes​
- People evaluating annuities or wanting an unbiased review
- Retirees who've heard of protected income & want to see if it fits their plan
- Retirees who want a smarter alternative to low-yield savings and CDs
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Why Retirees Trust Serious Money Ohio
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Over 40-years specializing exclusively in retirement planning
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Serious guidance focused on your best interest
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Local roots in Northwest Ohio
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Clear, tax-efficient strategies designed for lifetime income
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Straightforward, no-pressure conversations
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A planning approach built to reduce surprises and increase long-term confidence
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Strategies refined over decades of real-world retiree experience in Northwest Ohio
Intro call
A short conversation to understand your situation and to see if additional planning makes sense
your income lab report is prepared
Clear insight into your current situation, strategies to consider, and opportunities to explore.
your decision
You choose the next step - no pressure.
CONTACT US:
Phone: 419-495-8700
Fax: 888-720-1198
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​✅ Request More Information
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