Columbus, Indiana Retirement Planning That Addresses What You're Actually Worried About
Independent. Fee-only. Fiduciary. Serving Columbus, IN and surrounding communities.
The Specific Risks of a Long Retirement — Finally Addressed by Name
Most retirement conversations stay at the surface level: save enough, invest wisely, don't run out. That's a reasonable starting point, but it leaves out the questions that actually keep people up at night. At Money & Clarity, our planning is organized around the four risks that define what a long retirement really looks like in practice — retirement income duration, health care costs, long-term care costs, and taxes. Each one gets its own attention inside a single, coordinated plan.
For Columbus-area residents who've encountered only general retirement advice locally, that specificity is the difference. We're not here to talk about retirement in broad strokes. We're here to work through the concerns you've already identified — and the ones you haven't thought to name yet.
A Real Firm Behind the Radio — Credentials You Can Verify
If you heard about Money & Clarity through our Columbus, IN radio campaign and you're doing your homework before reaching out, that's exactly what we'd expect from someone who's spent decades building what they have. Here's what you'll find when you look us up.
We are a Registered Investment Advisor operating as an independent, fee-only, fiduciary firm. That means we are legally required to act in your interest, we earn no commissions, and we sell no financial products. Dan Cuprill, one of our founders, has been cited in The Wall Street Journal, USA Today, Investor's Business Daily, and The Cincinnati Enquirer. Fred Taylor brings decades of investor education experience, including a long-running seminar series and national speaking history. Our credentials are publicly verifiable through the SEC's Investment Adviser Public Disclosure database — and we encourage you to check.
Related Service Areas
Columbus, IN Is Part of Our Core Service Area
Not a Big-City Firm Treating You Like a Drive-By Client
Columbus has a character that's easy to underestimate from the outside — a smaller city with a strong sense of place and residents who value substance over polish. We've built our practice the same way. Our core service area includes Cincinnati, Northern Kentucky, Southern Indiana, and Columbus, IN — smaller communities alongside the larger metro, each served with the same level of attention. Columbus isn't a market we're stretching to reach. It's part of where we work.
We also serve clients in more than 20 states who work with us entirely by phone and video. So whether you prefer to meet in person or handle everything remotely, we're set up for both.
Small Team, Direct Access
When you work with Money & Clarity, you reach the people who actually know your plan. There's no call center, no junior associate fielding your questions, and no compliance bottleneck slowing down your service. Our team is intentionally small — because that's the only way to deliver planning that's genuinely personal.