Posts Tagged Derek Graham

Helping Clients Provide for Their Child and Protect Their Retirement with Special Needs Planning – Trusts, Benefits and ABLE

By Derek Graham, Partner, Resch, Root, Philipps & Graham, LLC My business partner and I teach a class at Ohio State. In this class, we talk about a triangle of services in financial planning. The bottom of the triangle is what everyone expects from their financial planner, and the top of the triangle is less-encountered issues. […]

Read more →

Posted in: PROTECT the Plan from Retirement Risks

Leave a Comment (0) →