Take the First Step Toward Reaching Your Financial Goals

Get the information that can help you live a confident retirement.

Upcoming Events

September 9
Tax and Estate Planning Class
6:00 pm | Columbus Metro Hilliard Library 4500 Hickory Chase Way
Hilliard, OH 43026 United States
September 16
Tax and Estate Planning Class
6:00 pm | Columbus Metro Hilliard Library 4500 Hickory Chase Way
Hilliard, OH 43026 United States
September 30
Tax Planning In Retirement
6:00 pm | Powell Library – Liberty Branch 7468 Steitz Road
Powell, OH 43065 United States
October 1
Tax Planning In Retirement
1:00 pm | Powell Library – Liberty Branch 7468 Steitz Road
Powell, OH 43065 United States
October 13
Tax Planning In Retirement
6:00 pm | Columbus Metropolitan Library- Whetstone Branch 3909 N High Street
Columbus, 43214 United States
October 15
Tax Planning In Retirement
6:00 pm | Columbus Metropolitan Library- Whetstone Branch 3909 N High Street
Columbus, 43214 United States
October 27
Tax Planning In Retirement
6:00 pm | Dublin Branch Library 75 N. High Street
Dublin, OH 43017 United States
October 28
Tax Planning In Retirement
6:00 pm | Dublin Branch Library 75 N. High Street
Dublin, OH 43017 United States
November 10
Tax Planning In Retirement
6:00 pm | Otterbein University- The Point, room 145 60 Collegeview Road
Westerville, OH 43081 United States
November 12
Tax Planning In Retirement
6:00 pm | Otterbein University- The Point, room 164

Ready to Meet Your Guide?

Eager to learn more about how we help people to confidently pursue their dreams? Schedule your no-obligation meeting with Rodney today.