Creative Retirement Planning – Client Informationkgmack@lonebeacon.com2025-01-02T18:54:27+00:00

Client Information

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Our Services

CREATIVE RETIREMENT DESIGNED BY CREATIVE PEOPLE

We bring you a new way to frame your retirement by focusing on the following areas:

Income Planning

Live life on your terms and help protect your portfolio against any market.

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Tax Review & Analysis

Give your taxes the attention they deserve.

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Retirement Accounts

Active investment management with a customized plan.

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Insurance

Protect your hard-earned assets and plan for rising healthcare costs.

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Get started on your retirement journey and work toward having the retirement you’ve always dreamed of!

LET’S GET CREATIVE!

Succession Planning

Align your estate with your financial goals.

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441 Wolf Ledges Pkwy, Ste 400,
Akron, OH 44311

Office: (330) 253-6880

Email: info@retirementonly.com

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Creative Retirement Planning. Creative Retirement Planning is a separate and unaffiliated entity from Simplicity Wealth.

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