Discover the many opportunities available to help you plan for your financial future.
At Eikenberry Retirement Planning, we can help you determine a strategy appropriate for your financial situation.
To help you design a financial strategy that keeps you on a path toward greater financial security and independence, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.
Here at Eikenberry Retirement Planning, we want to thoroughly understand your goals and dreams and use our experience to help you realize more of them. By taking a comprehensive view — factoring in your needs, goals and desires — we can help assure that you have a strategy that will provide you with greater financial confidence and independence throughout your lifetime.
Our thorough process consists of:
At Eikenberry Retirement Planning, we can refer you for the following services:
To schedule a time to speak with one of our retirement income planners, contact us at firstname.lastname@example.org or call us at 937.498.1128 today!
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