schedule a visit

No pressure. No sales pitch. No cost. No obligation. Just a conversation and some good coffee. The goal of this visit is simply to get to know each other and to explore whether or not we are a fit to work together. If retirement is supposed to be relaxing, shouldn't retirement planning be relaxing too? We think so.

Click the button below to schedule a visit online.


Our Office

5630 Main Street
Sylvania, OH, 43560

Note: Our parking lot and entrance are only ACCESSIBLe from summit street. for reference, see the map below.

Or,  give a call at (419) 517-4477.