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425 Metro Place North, #620, Dublin, OH 43017

(614) 419-1503
mike.kelsey@lpl.com
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Our Mission

How We Work

Our mission is to help individuals, families, and retirees gain clarity and confidence in their financial future through personalized retirement and wealth planning.

We work closely with each client to understand what matters most to them—whether that is preparing for retirement, generating reliable income, managing investments, or planning for the transfer of wealth. From there, we build a clear, actionable financial strategy designed to align with their goals, time horizon, and comfort with risk.

Our focus is on building long-term relationships grounded in trust, communication, and ongoing guidance. We believe financial planning should simplify decisions, not complicate them.

We also recognize that every client’s situation is different. That’s why we take a thoughtful, individualized approach—helping clients make informed decisions in areas such as retirement income, taxes, investment strategy, and legacy planning.

Above all, our commitment is to serve as a steady, knowledgeable resource through every stage of life—helping clients move forward with confidence and clarity.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We follow a clear, 5 step planning process designed to help you move from uncertainty to clarity in your financial life.


Step 1: Discovery Conversation
We begin with a no-pressure conversation to understand your goals, concerns, and what you want your financial future to look like. This includes retirement timelines, income needs, family priorities, and current financial picture.


Step 2: Financial Review & Analysis
We take a detailed look at your current situation, including investments, retirement accounts, income sources, taxes, and risk exposure. The goal is to identify gaps, opportunities, and reduce potential risks.


Step 3: Personalized Strategy Design
Based on what we learn, we build a customized financial strategy tailored to your goals. This may include retirement income planning, investment strategy, tax-efficient planning, and long-term wealth planning.


Step 4: Implementation
Once you feel confident with the plan, we help implement the recommended strategies in an organized and efficient way. We coordinate the moving pieces, so the process is simple and clear.


Step 5: Ongoing Guidance & Adjustments
Financial planning is not a one-time event. We meet regularly to review progress, adjust for life changes, and help ensure your plan stays aligned with your goals over time.


Our goal is simple: to give you a clear, structured process that replaces uncertainty with confidence—so you always know where you stand and what comes next.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions. 


Whether you are just beginning to save for retirement or nearing retirement, we can help you with investment strategies and guidance that are suited to your unique financial situation.


We collaborate with you to stay on track to live the retirement you want:

  • We will develop a clear picture of your current financial situation.
  • We help you decide when to retire.
  • We show the income your investments could provide compared to your needs and goals.
  • We will implement strategies aiming to generate income, manage risk, and protect against inflation.


We will regularly monitor your plan, adjusting as markets and your circumstances change.

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