Upcoming Events &
Upcoming Educational Events
We will review the pension, 401(k), and retirement healthcare options. We will also go into detail on how we help hundreds of associates actively manage their 401(k)'s with BrokerageLink while they are still working.
We invite all clients, referred guests and visitors to attend our events.
Plain City, OH 43064 United States
Dublin, OH 43016 United States
Bellefontaine, OH 43311 United States
Lima, OH 45801 United States
Attend Our Retirement Webinar
Designed to help you move your retirement from someday to today. Register today to learn more about stock market changes, 401k Brokerage Link, and retirement healthcare.
Schedule a complimentary 30-minute phone consultation
by calling 844.492.4600.
Access Your Retirement Resources
Retire Financially Free: Are You Retirement Ready?
By Mike Martinez
How do you know if you’re making the right choices with your money? Your retirement lifestyle depends on that. Mike Martinez wrote this book to help build your confidence in making big decisions.
Your Money Matters
Personal Financial | Business | Life
Hosted by Mike Martinez
You get one chance to retire. Listen weekly to make sure you’re prepared before you take the next step. Mike Martinez will keep you informed of the latest financial guidance to keep you on track.