Every member of Eikenberry Retirement Planning is committed to earning your trust by putting your personal success ahead of our professional success —
we are only successful if you are successful! Our team specializes in retirement planning, and we stand ready to provide the professional guidance you need to help you achieve your long-term goals.
We offer a comprehensive wealth management platform that gives you access to robust, well-diversified portfolios that are specifically geared toward your personal financial goals. We offer investment management alternative to traditional Wall Street methods. Our goal is to personalize the investment management process, determine an optimized income distribution strategy from all of your nest eggs and maximize our client’s lifelong investment returns.
By Appointment Only:
3729 Shawnee Road
Lima, OH 45806
Phone: (419) 222.1128
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