SIDNEY — The more things change, the more they stay the same. Just ask the professionals at Eikenberry Retirement Planning. They will tell you that statement was never more true now than ever before.
In the world of retirement planning, John Eikenberry and his staff know their clients expect the same professional service and customer care they have always received from the Sidney-based services organization no matter what else changes in the world. “Eikenberry Retirement Planning is based on exceptional customer service and superb attention to detail in every single dealing we have with our clients,” Eikenberry said.
“And no matter what changes in our surroundings,” Nick Boeckman, CFP with Eikenberry Retirement Planning, said, “our commitment to our clients and providing them with the best service possible has never changed, and it never will.”
During the past couple of years, one of their strategies has included helping Baby Boomers find the best ways to utilize Social Security benefits. They do this through a series of workshops throughout west-central Ohio. These workshops have been so well received, Eikenberry and Boeckman often had to add workshops to handle the number of attendees. And, they also teach these workshops and strategies to their peers throughout the United States.
“Social Security gets more complex every year and with the new laws coming out of Washington, D.C., it is hard for the average retiree or pre-retiree to stay abreast of the many, and constant, changes,” Boeckman said. “That’s why our workshops are so well attended,” he said. “We explain the complexities of SSI benefits to our workshop attendees so they understand how to make their benefits work for them.”
Yet, the two retirement planning pros say they are constantly looking for new ways to provide even better service to their clients and their community.
To that end, Eikenberry and Boeckman are sponsoring an event in April to raise funds for the Big Brothers/Big Sisters of Shelby and Darke counties.
“We’re sponsoring a financial summit April 27 (West-Central Ohio Financial Summit) and bringing legendary football coach Lou Holtz to Sidney as one of the speakers for the event,” Eikenberry said. In addition to Holtz, who is one of the country’s most sought-after speakers, some of the country’s top financial experts will be at the event to answer questions, he said.
“Who should attend the West-Central Ohio Financial Summit?” asked Eikenberry, “Everyone,” he said answering his own question. “Don’t worry,” he said, “this event is not one of those boring money management meetings. You’ll be entertained, inspired, educated and help a great local organization (Big Brothers/Big Sisters) at the same time. In additional to that, attendees get the opportunity to hear Coach Holtz speak.”
Tickets for the event are $25 per person with all ticket sales benefiting the Big Brothers and Big Sisters of Shelby and Darke counties. The financial summit begins at 6:30 p.m. Doors open at 5:30 p.m. Tickets are available online at www.Ohio2017.com. Additional information is available by calling 937-498-1128.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment adviser. BCM and Eikenberry Retirement Planning are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner and CFP in the U.S. Lou Holtz is a paid speaker and his presentation should not be construed as an endorsement of services provided by Eikenberry Retirement Planning or its affiliates.