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, Accredited Investment Fiduciary, National Social Security Advisor Certificate Holder

(513) 880-1010


Tim began his career in Financial Planning in 1993. His firm, Retirement Matters, is a Holistic (Comprehensive) Planning company with a focus on helping those age 55 and over prepare to live their Dreams in Retirement.

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Diana Hooker *

Tax Planner


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.

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Diane Press

Client Services Manager

(513) 880-1010


Diane brings the team over 13 years of experience in the Financial and Insurance industries. She has established an excellent rapport with our clients, and she ensures that any questions, requests and potential issues are handled...

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Charles Ehrenfried

Financial Advisor



Charlie began his career in financial planning in 2006 and has experience in sales, operations, and financial planning.  His greatest value is helping clients maximize their income in retirement while navigating the risks...

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Elizabeth (Liz) Austin

Para-Planner and Client Support



Liz has worked in financial services for over 13 years. She has experience in trading, operations, and financial planning. Liz will work directly with Tim in preparing financial plans for our clients.

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