Entingh Financial Services

Protecting and Growing Your Assets for a Worry-Free Retirement

Financial planner in Dublin, OH (show on map)

Entingh Financial Services offers retirement and estate planning solutions with a fiduciary commitment since 1987.

About

Entingh Financial Services, established in 1987, specializes in retirement and estate planning solutions, operating as a fiduciary to ensure clients' wealth is managed in their best interest across central Ohio and neighboring states.

Fiduciary commitment

Comprehensive retirement and estate planning

Specialized services like Annuity Audit and Bucket Plan

Services

Complimentary Portfolio Risk Analysis

A free service offering a risk assessment of an individual's investment portfolio.

Free Phone consultation available

Annuity Audit

A detailed evaluation of an existing annuity contract, including advantages, disadvantages, and potential improvements.

Comprehensive analysis Direct contact with annuity company

Understanding Your 401(k) Rollover Options

Guidance on the various strategies for rolling over an old 401(k) plan into a new retirement account.

Educational guide Step-by-step rollover options

The Bucket Plan

A retirement income strategy that categorizes assets into 'buckets' based on time horizon and risk tolerance.

Asset allocation by time horizon Risk-adjusted withdrawal strategy

Complimentary Online Tool for Investment Risk Level

An online tool that helps clients determine their appropriate investment risk level.

Interactive questionnaire Personalized risk profile

Client Consultation and Financial Strategy Development

Personalized meetings to discuss financial goals and develop a comprehensive strategy.

One-on-one meetings Fiduciary commitment

Credentials & Certifications

Fiduciary

AAA Rating from Better Business Bureau

Since 2025-02-24

Frequently Asked Questions

What is a fiduciary? +

A fiduciary is a professional who has a legal obligation to act in another's best interest, ensuring that financial advice and recommendations are aligned with the client's goals and needs.

How does the Annuity Audit service work? +

The Annuity Audit service involves a comprehensive evaluation of an existing annuity contract, assessing its advantages and disadvantages, and may include direct communication with the annuity company to explore optimization options.

What is the Bucket Plan? +

The Bucket Plan is a retirement income strategy that categorizes assets into different 'buckets' based on time horizon and risk tolerance, providing a structured approach to managing withdrawals and preserving capital throughout retirement.

What are the benefits of using the Complimentary Online Tool for Investment Risk Level? +

The tool helps clients determine their appropriate investment risk level through an interactive questionnaire, providing a personalized risk profile and tailored investment strategy recommendations.

How does the 401(k) Rollover Options service assist clients? +

This service guides clients through the various strategies for rolling over an old 401(k) plan into a new retirement account, analyzing tax implications and presenting personalized rollover options.

What is the process for scheduling a complimentary consultation? +

Clients can schedule a complimentary, no-obligation consultation by contacting the firm via phone at (800) 807-0784 or using the provided online scheduling tool powered by Calendly.