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Eikenberry Retirement Planning
Eikenberry Retirement Planning

(937) 498-1128

Eikenberry
Retirement Planning

Enjoy your retirement with greater financial confidence and independence!

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Welcome to our office!

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About Us

Retirement Income Planning

Is there a way to maximize your social security?  Can you guarantee lifetime income from your retirement accounts?

Estate & Tax Planning

Will you leave your heirs with a large tax burden upon your passing?  Is there a way to ensure that your estate is transferred to the next generation without probate or other headaches?

Investment Solutions & 401(k) Management

Is your portfolio susceptible to market risk, timing risk, or sequence of returns risk?  How will your portfolio perform in a down market?

FREE Portfolio Analysis Request

Can your portfolio handle the stress of retirement? Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio at no costs!

Our Team

John Eikenberry

 John has over 42 years of financial service experience. With our main office in Sidney, OH and a branch office in Lima, OH we have built a large clientele comprised of individuals, small business owners, and retirees...

Nick Boeckman, CFP®

Nick has joined Eikenberry Retirement Planning in February of 2012 and will be instrumental in our business continuity plan along with managing the daily activities of the office, including new business, client services, marketing, conducting educational financial workshops and client appreciation events...

Luke Bertke

Luke joined Eikenberry Retirement Planning in April of 2017 and is an integral part of our daily activities in the office, including new business, client services, marketing, conducting educational financial workshops and client appreciation events...

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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

Eikenberry Retirement Planning

(937) 498-1128

Hours

Monday - Friday: 9am - 5pm

Evenings by appointment only


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Investment Advisory Services are offered through Brookstone Capital  Management, LLC, (BCM) a Registered Investment Advisor. 1745 S. Naperville  Road, Suite 200 Wheaton, IL 60189 www.brookstoneCM.com (630) 653-1400. Additional information about BCM is also available on the SEC’s website at www.adviserinfo.sec.gov.  However, please note that registration as an Investment Advisor or  Investment Advisor Representative does not imply any level of skill or  training. BCM and Eikenberry  Retirement Planning (ERP) are independent of each other. For a complete  description of investment risks, fees and services, review the  BCM firm brochure (ADV Part 2A) which is  available from your Investment Advisor Representative or by contacting  BCM.     


Certified  Financial Planner Board of Standards Inc. owns the certification marks  CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with  flame design) in the U.S., which it  awards to individuals who  successfully complete CFP Board’s initial and ongoing certification  requirements.   The content of this website is provided for  informational purposes only and is not a solicitation or recommendation  of any investment strategy. Investments and/or investment strategies  involve risk including the possible loss of principal. There is no  assurance that any investment strategy will achieve its objectives.   


Fiduciary  duty extends solely to investment advisory advice and does not extend  to other activities such as insurance or broker dealer services.  Advisory clients are charged a monthly fee for assets under management  while insurance products pay a commission, which may result in a  conflict of interest regarding compensation.