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Eikenberry Retirement Planning has been providing solid retirement strategies for retirees and pre-retirees so they may enjoy their retirement years with greater financial confidence and independence.
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At Eikenberry Retirement Planning, we provide a truly complete planning review that considers
each of five essential components of retirement planning: income planning, investment planning,
health care planning, tax planning, and estate planning.
We consider it our responsibility to thoroughly understand your goals and dreams, leveraging
our knowledge and experience to help you realize more of them. We prepare our recommendations with this in mind, ensuring a strategy suitable to your unique retirement needs where each component of your retirement plan works in conjunction with its counterparts most effectively.
We understand that it’s important for you to have a trusted professional you can count on to provide you with accurate and helpful information. Eikenberry Retirement Planning wants to be your trusted professional because we are committed to putting clients’ interests above all else. In fact, we’re required by law to do just that. As an Investment Advisor Representative, we are held to a fiduciary standard, which means always acting in the best interests of our clients at all times. It’s our fiduciary duty to provide the very best strategies we can for your unique situation, helping give you greater confidence when planning for your financial future.
You deserve to know that your best interests and needs come first so you can trust the guidance you receive and make more informed decisions. We believe that if we can educate our clients to be better stewards of their assets in retirement, they will have the ability to make better choices. People make better choices when armed with better advice.
Although our specialty is working with individuals who are retired or about to retire, we welcome anyone in any stage of the planning process who is interested in learning the steps they need to take to reach their retirement financial goals. To speak with a retirement income planner, call our office at (937) 498-1128.
Earning Your Trust
1441 St. Marys Avenue
Sidney Ohio 45365
Phone: (937) 498.1128
Toll Free: (800) 548.6511
Fax : (937) 498.1129
Contacts
Eikenberry Retirement Planning © 2014 | All Rights Reserved
John Eikenberry is a registered representative with Center Street Securities Inc. (CSS) Securities offered through CSS, aregistered Broker-Dealer
and member FINRA & SIPC. Investment Advisory Services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor.
Eikenberry Retirement Planning and BCM are independent of CSS.
Please be advised that presently, John Eikenberry holds Series 6, 65 licenses in OH. Nick Boeckman holds 65 licenses in OH.
For residents of other states in which registration is not held, proper licenses and registrations must be obtained before proceeding further.
No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal. *Link Disclosure, Please Note: The information being provided is a courtesy. When you link to any of these web sites provided herewith, you are leaving this site. Center Street Securities, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving the Eikenberry Retirement Planning website and assume total responsibility and risk for your use of these sites.
By Appointment Only:
3729 Shawnee Road
Lima, OH 45806
Phone: (419) 222.1128