OUR ENTIRE
PROCESS IS
FOCUSED ON YOU.
Our clients want a comprehensive written retirement income plan and retirement solutions they can count on. At Exceed Financial Group, our entire process is focused on delivering you a Comprehensive Written Retirement Income Plan.
OUR ENTIRE PROCESS IS FOCUSED ON
YOU.
Our clients want a comprehensive written retirement income plan and retirement solutions they can count on. At Exceed Financial Group, our entire process is focused on delivering you a Comprehensive Written Retirement Income Plan.
OUR ENTIRE PROCESS IS FOCUSED ON YOU.
Our clients want a comprehensive written retirement income plan and retirement solutions they can count on. At Exceed Financial Group, our entire process is focused on delivering you a Comprehensive Written Retirement Income Plan.
OUR ENTIRE
PROCESS IS
FOCUSED ON YOU.
Our clients want a comprehensive written retirement income plan and retirement solutions they can count on. At Exceed Financial Group, our entire process is focused on delivering you a Comprehensive Written Retirement Income Plan.
YOUR COMPREHENSIVE RETIREMENT PLAN
A written plan can be used as a measuring stick to track proper progress and explain every detail of your plan for retirement success. Having a written financial plan will help you avoid confusion, mistakes, misunderstanding, and will significantly improve the probability of a successful retirement plan.
THERE ARE FIVE MAIN COMPONENTS TO EXCEED FINANCIAL'S COMPREHENSIVE WRITTEN RETIREMENT INCOME PLAN:
YOUR COMPREHENSIVE RETIREMENT PLAN
A written plan can be used as a measuring stick to track proper progress and explain every detail of your plan for retirement success. Having a written financial plan will help you avoid confusion, mistakes, misunderstanding, and will significantly improve the probability of a successful retirement plan.
THERE ARE FIVE MAIN COMPONENTS TO EXCEED FINANCIAL'S COMPREHENSIVE WRITTEN
RETIREMENT INCOME PLAN:
YOUR COMPREHENSIVE RETIREMENT PLAN
A written plan can be used as a measuring stick to track proper progress and explain every detail of your plan for retirement success. Having a written financial plan will help you avoid confusion, mistakes, misunderstanding, and will significantly improve the probability of a successful retirement plan.
THERE ARE FIVE MAIN COMPONENTS TO EXCEED FINANCIAL'S COMPREHENSIVE WRITTEN
RETIREMENT INCOME PLAN:
YOUR COMPREHENSIVE RETIREMENT PLAN
A written plan can be used as a measuring stick to track proper progress and explain every detail of your plan for retirement success. Having a written financial plan will help you avoid confusion, mistakes, misunderstanding, and will significantly improve the probability of a successful retirement plan.
THERE ARE FIVE MAIN COMPONENTS TO
EXCEED FINANCIAL'S COMPREHENSIVE
WRITTEN RETIREMENT INCOME PLAN:
INCOME PLANNING FOR LIFE
One of the biggest fears almost every Retiree has is running out of money, so retirees need to create dependable income. They need a guarantee they’re not going to run out of money for as long as they live.
That sounds pretty simple, but it’s often very difficult for retirees to figure out how to do this. They often get conflicting advice. To help eliminate the fear of running out of money you must establish “Certain Income,” income that is guaranteed to be paid to you for as long as you live, to make sure you have enough money to pay for all of your wants and needs.
At Exceed Financial Group, we have found the single best way to help retirees stop worrying about their money is to make sure their income is guaranteed to be paid to them every month for as long as they live.
PORTFOLIO RISK MANAGEMENT
Right now, if the stock market crashes, how much will you lose? You probably have no idea, and it’s probably a lot more than you think, and a lot more than you could withstand. It’s imperative you know how much risk you are taking, in writing. You need to have a risk stress test performed on your portfolio, just like a cardiac stress test you would have the doctor perform on your heart. Once you know how much risk you are taking currently, it makes it very easy to decide your next steps.
At Exceed Financial Group, we help retirees look at what they must prioritize as their number one financial goal: Asset protection against big losses which maximizes their income and increases the probability you won’t run out of money for your entire lifetime.
ASSET FEE CONTROL
Many Retirees think they are paying 1% in total fees on their portfolios, because that’s all they can see on their statements or that’s what their broker has told them. But what if you found out that you, like most Retirees we have seen, are actually paying upwards of 3% or even more per year in fees? That could really hurt your plans for retirement. In addition to making the fees you pay transparent, our goal is to provide significantly lower total fees, which includes advisory fees and hidden fees.
To minimize fees, you have to understand all of the potential fees you could be paying, which we can help with. We have sophisticated software to help us uncover even the hidden fees. The bad news is that you may have paid far too much in fees for many years. The good news is that you no longer have to pay more than you should in fees once you schedule a complimentary financial planning review with us.
INCOME TAX MANAGEMENT
It’s a fact that Retirees and Pre-Retirees fear big losses and running out of money, but we have found that many Retirees are just as afraid of paying income taxes. Many Retirees believe they will pay a huge amount of income taxes if they use their assets for income, or increase their income, so they don’t use their assets. The fact is that most Retirees will not be in a high effective tax bracket so they should take income from their assets to live the retirement of their dreams. Exceed’s retirement planning guidance includes helping our clients navigate tax issues and utilize their assets today.
The majority of Retirees feel very uncomfortable increasing their income significantly during retirement because they’re afraid of getting killed with income taxes, and it’s simply because no one has explained how the income tax rates actually work. It’s very sad, but some Retirees won’t use any of their money at all due to their paralyzing fear of taxation. While you were working, you saved your money so you could use it during retirement. You didn’t save it to not use it because you were worried about how much income taxes you would pay. Schedule a meeting with us, and we’ll go over retirement tax planning strategies in detail with you.
LEGACY PLANNING
Most of the clients we work with state they want to make sure they have enough money for as long as they live, avoid large losses, enjoy a wonderful retirement, use their assets to create income, and pass whatever is left to their beneficiaries. Some clients want to leave as much money as possible to their loved ones while other clients don’t want their lifestyles to suffer simply to leave a larger legacy.
At Exceed Financial Group we craft plans that meet the personal desires you have for yourself and your family. There is not a right or wrong answer. We help you plan for whatever individual goals you have.
INCOME PLANNING FOR LIFE
One of the biggest fears almost every Retiree has is running out of money, so retirees need to create dependable income. They need a guarantee they’re not going to run out of money for as long as they live.
That sounds pretty simple, but it’s often very difficult for retirees to figure out how to do this. They often get conflicting advice. To help eliminate the fear of running out of money you must establish “Certain Income,” income that is guaranteed to be paid to you for as long as you live, to make sure you have enough money to pay for all of your wants and needs.
At Exceed Financial Group, we have found the single best way to help retirees stop worrying about their money is to make sure their income is guaranteed to be paid to them every month for as long as they live.
PORTFOLIO RISK MANAGEMENT
Right now, if the stock market crashes, how much will you lose? You probably have no idea, and it’s probably a lot more than you think, and a lot more than you could withstand. It’s imperative you know how much risk you are taking, in writing. You need to have a risk stress test performed on your portfolio, just like a cardiac stress test you would have the doctor perform on your heart. Once you know how much risk you are taking currently, it makes it very easy to decide your next steps.
At Exceed Financial Group, we help retirees look at what they must prioritize as their number one financial goal: Asset protection against big losses which maximizes their income and increases the probability you won’t run out of money for your entire lifetime.
ASSET FEE CONTROL
Many Retirees think they are paying 1% in total fees on their portfolios, because that’s all they can see on their statements or that’s what their broker has told them. But what if you found out that you, like most Retirees we have seen, are actually paying upwards of 3% or even more per year in fees? That could really hurt your plans for retirement. In addition to making the fees you pay transparent, our goal is to provide significantly lower total fees, which includes advisory fees and hidden fees.
To minimize fees, you have to understand all of the potential fees you could be paying, which we can help with. We have sophisticated software to help us uncover even the hidden fees. The bad news is that you may have paid far too much in fees for many years. The good news is that you no longer have to pay more than you should in fees once you schedule a complimentary financial planning review with us.
INCOME TAX MANAGEMENT
It’s a fact that Retirees and Pre-Retirees fear big losses and running out of money, but we have found that many Retirees are just as afraid of paying income taxes. Many Retirees believe they will pay a huge amount of income taxes if they use their assets for income, or increase their income, so they don’t use their assets. The fact is that most Retirees will not be in a high effective tax bracket so they should take income from their assets to live the retirement of their dreams. Exceed’s retirement planning guidance includes helping our clients navigate tax issues and utilize their assets today.
The majority of Retirees feel very uncomfortable increasing their income significantly during retirement because they’re afraid of getting killed with income taxes, and it’s simply because no one has explained how the income tax rates actually work. It’s very sad, but some Retirees won’t use any of their money at all due to their paralyzing fear of taxation. While you were working, you saved your money so you could use it during retirement. You didn’t save it to not use it because you were worried about how much income taxes you would pay. Schedule a meeting with us, and we’ll go over retirement tax planning strategies in detail with you.
LEGACY PLANNING
Most of the clients we work with state they want to make sure they have enough money for as long as they live, avoid large losses, enjoy a wonderful retirement, use their assets to create income, and pass whatever is left to their beneficiaries. Some clients want to leave as much money as possible to their loved ones while other clients don’t want their lifestyles to suffer simply to leave a larger legacy.
At Exceed Financial Group we craft plans that meet the personal desires you have for yourself and your family. There is not a right or wrong answer. We help you plan for whatever individual goals you have.
INCOME PLANNING FOR LIFE
One of the biggest fears almost every Retiree has is running out of money, so retirees need to create dependable income. They need a guarantee they’re not going to run out of money for as long as they live.
That sounds pretty simple, but it’s often very difficult for retirees to figure out how to do this. They often get conflicting advice. To help eliminate the fear of running out of money you must establish “Certain Income,” income that is guaranteed to be paid to you for as long as you live, to make sure you have enough money to pay for all of your wants and needs.
At Exceed Financial Group, we have found the single best way to help retirees stop worrying about their money is to make sure their income is guaranteed to be paid to them every month for as long as they live.
PORTFOLIO RISK MANAGEMENT
Right now, if the stock market crashes, how much will you lose? You probably have no idea, and it’s probably a lot more than you think, and a lot more than you could withstand. It’s imperative you know how much risk you are taking, in writing. You need to have a risk stress test performed on your portfolio, just like a cardiac stress test you would have the doctor perform on your heart. Once you know how much risk you are taking currently, it makes it very easy to decide your next steps.
At Exceed Financial Group, we help retirees look at what they must prioritize as their number one financial goal: Asset protection against big losses which maximizes their income and increases the probability you won’t run out of money for your entire lifetime.
ASSET FEE CONTROL
Many Retirees think they are paying 1% in total fees on their portfolios, because that’s all they can see on their statements or that’s what their broker has told them. But what if you found out that you, like most Retirees we have seen, are actually paying upwards of 3% or even more per year in fees? That could really hurt your plans for retirement. In addition to making the fees you pay transparent, our goal is to provide significantly lower total fees, which includes advisory fees and hidden fees.
To minimize fees, you have to understand all of the potential fees you could be paying, which we can help with. We have sophisticated software to help us uncover even the hidden fees. The bad news is that you may have paid far too much in fees for many years. The good news is that you no longer have to pay more than you should in fees once you schedule a complimentary financial planning review with us.
INCOME TAX MANAGEMENT
It’s a fact that Retirees and Pre-Retirees fear big losses and running out of money, but we have found that many Retirees are just as afraid of paying income taxes. Many Retirees believe they will pay a huge amount of income taxes if they use their assets for income, or increase their income, so they don’t use their assets. The fact is that most Retirees will not be in a high effective tax bracket so they should take income from their assets to live the retirement of their dreams. Exceed’s retirement planning guidance includes helping our clients navigate tax issues and utilize their assets today.
The majority of Retirees feel very uncomfortable increasing their income significantly during retirement because they’re afraid of getting killed with income taxes, and it’s simply because no one has explained how the income tax rates actually work. It’s very sad, but some Retirees won’t use any of their money at all due to their paralyzing fear of taxation. While you were working, you saved your money so you could use it during retirement. You didn’t save it to not use it because you were worried about how much income taxes you would pay. Schedule a meeting with us, and we’ll go over retirement tax planning strategies in detail with you.
LEGACY PLANNING
Most of the clients we work with state they want to make sure they have enough money for as long as they live, avoid large losses, enjoy a wonderful retirement, use their assets to create income, and pass whatever is left to their beneficiaries. Some clients want to leave as much money as possible to their loved ones while other clients don’t want their lifestyles to suffer simply to leave a larger legacy.
At Exceed Financial Group we craft plans that meet the personal desires you have for yourself and your family. There is not a right or wrong answer. We help you plan for whatever individual goals you have.
LET'S SHEDULE A DISCOVERY CALL
THERE’S NO TIME LIKE THE PRESENT
We offer a complimentary “Get Acquainted” meeting to learn about your goals and see if our services are right for you.
LET'S SHEDULE A DISCOVERY CALL
THERE’S NO TIME LIKE THE PRESENT
We offer a complimentary “Get Acquainted” meeting to learn about your goals and see if our services are right for you.
LET'S SHEDULE A DISCOVERY CALL
THERE’S NO TIME LIKE THE PRESENT
We offer a complimentary “Get Acquainted” meeting to learn about your goals and see if our services are right for you.
EXCEED FINANCIAL GROUP
5300 ROAD 20
CONTINENTAL, OH 45831
DISCLOSURE:
All of the information presented here is provided and intended to be used for general educational and informational purposes only and is not intended as a solicitation for you to buy or sell any security or financial product. The content is developed from sources believed to be providing accurate information. None of the information presented is intended to give you specific tax, investment, real estate, legal, estate, or financial advice but rather to serve as an educational platform to deliver information. The ideas, thoughts, and strategies presented here provide insight to the views of Exceed Financial Group, LLC. Some of this material was developed and produced by Exceed Financial Group to provide information on a topic that may be of interest. Every detail in this website is subject to change without notice.
2nd Opinion Package available to Qualified Retirees and Soon-To-Be-Retirees may include free consultations, a free retirement income plan, risk analysis, and fee analysis. In addition, a comprehensive written retirement income plan may be provided to those who complete the entire process. Qualified Retirees and Soon-To-Be-Retirees must have a minimum of $500,000 of investible assets such as IRA’s, 401K’s from past employers, stocks, bonds, mutual funds, bank accounts, money markets, CD’s, etc., but DOES NOT include real estate, businesses, limited partnerships, 401K/retirement plans that can’t be moved to another plan, and other illiquid type assets.
Past performance is no indication of future performance and such information cannot be relied upon regarding future potential gains. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining market. Advisors and agents may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction.
Nothing is directly or indirectly guaranteed by this information. The planning and ideas presented herein are not suitable for all individuals or situations. Hypothetical examples are used to explain concepts and are not indicative of potential results you could receive; past performance is not a guarantee of future results; and results are not indicative of any particular investment or income tax situation; your results will be different and could be lower or higher. Please consult legal or tax professionals for specific information regarding your individual situation. Exceed Financial Group does not offer tax or legal advice. Consult your financial professional before making any investment decision.
Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone.
Investment advisory services are offered through Brookstone Capital Management, LLC, (BCM), a registered investment advisor. BCM and Exceed Financial Group are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
If you place assets under management with BCM, we are paid an advisory fee from BCM, and if you purchase an annuity through us, we are paid commissions from an insurance company.
Jonathan Greve is licensed as an investment adviser representative with BCM (CRD # 8037981) and is a licensed insurance producer (OH Insurance # 1261066).
© 2025 Exceed Financial Group