Broker Check

A Team of Experienced Professionals: Investing in Your Dreams


You Deserve and Need a Coordinated Approach

Our Professional Team of Financial Planners, Tax Preparers, Attorneys, Insurance Professionals, and Nationally Recognized Independent Money Managers bring you a wide range of experience and skills  and most importantly - deliver this in a Cohesive Team Approach. 

Working in unity, Our Team will help coordinate your Investment, Tax, Legal, Retirement, Insurance, Social Security, and Medicare planning. This can be critical to your success.

Ask yourself: When was the last time (if ever) all of your financial, tax, and legal representatives met together to discuss your plan?


We believe our Team Approach is the best way to support your Dreams and Goals.  


* Legal Services provided by Independent Counsel.  Tax Preparation by RM Tax Services.  Independent Money Managers are not affiliated with Retirement Matters. 

Our team approach adds a high level of cohesiveness to your planning that we feel is critical to your success.

Timothy Wells

Founder / CEO, Wealth Manager

(513) 880-1010

tim@retirementmatters.com

Tim began his career in Financial Planning in 1993. His firm, Retirement Matters, is a Holistic (Comprehensive) Planning company with a focus on helping families who are preparing for and living their Dreams in Retirement.

Read more

Christopher Wharton

Wealth Management Associate

(513) 880-1010

chris@retirementmatters.com

Chris serves clients as an integral part of our Plan Design Team.  Chris also serves as our Medicare Specialist and is heavily involved in our Social Security Plan Design.

Read more

Deb Wells

Client Relationship Manager and Event Planner

(513) 880-1010

deb@retirementmatters.com

As Tim's wife, Deb has been an integral part of the Team since inception.  Deb's creative talents assist with Client Servicing, Office Design, Marketing Support, and Event Planning and Hosting.  Deb holds a Bachelor's Degree in Theology.

Read more

Diane Press

Client Services Manager

(513) 880-1010

diane@retirementmatters.com

Diane brings our Team a Bachelor's in Business and valuable experience in the Financial Services Industry and Commercial Insurance.  Diane enjoys helping clients manage their daily account needs with accuracy and timely implementation.

Read more

Diana Hooker

Tax Planner

513-880-1010

Diana graduated from University of the Cumberland with a Bachelor of Science in Business with a concentration in Accounting. Diana is an accomplished accountant and financial planner with over 20 years of experience in the financial field.

Read more