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Tips on Retirement, Tax & Estate Planning
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.
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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.
Eikenberry Retirement Planning © 2016 | All Rights Reserved
Investment Advisory Services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor. BCM and Eikenberry Retirement Planning (ERP) are independent of each other. For a complete description of investment risks, fees and services, review the Brookstone Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Brookstone Capital Management.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a quarterly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.
1441 St. Marys Avenue
Sidney Ohio 45365
Phone: (937) 498.1128
Toll Free: (800) 548.6511
Fax : (937) 498.1129
By Appointment Only:
3729 Shawnee Road
Lima, OH 45806
Phone: (419) 222.1128