Join us for an evening to hear an informative and entertaining talk given by a select group of asset managers many years of investment management experience between them.
Optimize Social Security
Held Quarterly (Piqua and Lima)
One-hour educational seminar concerning Smart Social Security Planning designed for “baby boomers”, persons who have recently retired or who are approaching retirement age with questions and concerns on how to optimize their retirement income.
Halftime State of the Markets
Join us for an evening on us as we discuss the 1st half of the year and what is in store for the rest of the year. Each year, we bring in asset managers and income planners from all over the country to talk to and ask questions as we enjoy a fun evening to get to know our clients and friends better outside of the office!
Client Appreciation Winter Christmas Party
Client Appreciation Summer BBQ
At Eikenberry Retirement Planning, building close relationships with their clients is a top priority. Over the years, Eikenberry Retirement Planning has made it their mission to honor their clients in unique and exciting ways, giving the company the opportunity to learn more about each family they work with, beyond their financial planning portfolio.
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