Welcome

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.

Client Appreciation Summer BBQ

August 2014

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Optimize Social Security

September Edison Community College

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Optimize Social Security

November Lima Holiday Inn

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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