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ABOUT THE BOOK

We hope our great, good, bad, and just plain ugly experiences will shine through to give some meaningful insight to your personal retirement plans. We like to think we can all learn from our mistakes as well as our successes.

Please note that the client experiences described in this book are based on actual experience rather than actual facts. The facts provided are hypothetical rather than real in order to give our readers a glimpse of the financial circumstances that do arise. Similarity to any actual experiences of any reader is totally coincidental.

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Meet The Authors

We’re a mom, pop, son, and golden retriever independent financial services firm in Columbus, Ohio, specializing in retirement income planning. Our respective names are Dian, Randy, Todd, and Callie. Dian and Callie really run the show while Randy and Todd meet with clients.

Randy gave up a short-lived career in the field of chemistry when he resigned from Battelle Memorial Institute in 1970 to embark on a new journey in financial services. Todd left a safe career in manufacturing with one of the world’s largest family-owned businesses to join Randy early in 1996. It didn’t take long for existing and new clients to see that Todd was a valuable addition to the firm.

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Order your copy today! Available in arrow Hardcover arrow Paperback arrow eBook