America's Retirement Headquarters

America's Retirement Headquarters is a financial planning firm that helps retirees and pre-retirees bring income, taxes, healthcare and legacy goals into one coordinated plan. Its core work includes retirement income planning, investment management, tax planning, long term care protection, life insurance, and estate and legacy planning. The firm also runs a Medicare Checkup that reviews coverage from enrollment through annual updates.

A first financial planning session covers your goals and questions and produces a personalized plan that is yours to keep. Other options include a complimentary All-Weather Portfolio Review and a Tax What-If Analysis, and consultations can be scheduled online. The office is in Maumee, and the firm serves retirees across Toledo, Maumee and the rest of Ohio.