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FINANCIAL FACTS

Preparing Your Kids (and Grandkids)
for College Success

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Your Retirement Playbook, Ohio's Guide to a Successful Retirement

"This book taught me I don't have to be a Financial Analyst to understand retirement planning concepts and strategies. I learned more than I imagined in this well-written book and would recommend to all of Ohio's public safety professionals." Captain Gary D. Stone, Lakewood Police Department

64% of Americans aren't prepared for retirement, but you don't have to be one of them*

Secure your financial future. Review every financial play from every angle, with Your Financial QuarterbackSM

Proudly Serving Ohio for Nearly 30 years

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We meet with every client personally

Founder Jim Lineweaver, CFP®, AIF®

For 27 years, Lineweaver Financial Group has helped prepare individuals for a successful retirement. In 2013, we expanded to create our Deferred Compensation department, with a focus on first responders, educators, and municipal workers. The five state retirement plans in Ohio can be challenging to navigate, and we’ve had the privilege of helping hundreds of state employees and their families prepare for a successful retirement. We hope that you’ll find the information, research, and resources we’ve assembled for your helpful, and that you’ll call us with your questions. We’re looking forward to speaking with you.

Lineweaver Financial Group is independently owned and operated. Securities offered through Triad Advisors, LLC, Member FINRA / SIPC Advisory services offered through Lineweaver Wealth Advisors, LLC. Lineweaver Wealth Advisors, LLC, is not affiliated with Triad Advisors, LLC.

*: Yahoo.com Article: 64% of Americans Aren’t Prepared for Retirement – and 48% Don’t Care.

1: Crain's Top 25 RIA: Based on assets under management

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