Eagle Financial Solutions

Eagle Financial Solutions Maximize your wealth potential with a holistic approach from the experts at Eagle Financial Solutions

Eagle Financial Solutions is a financial services firm headquartered in the Columbus, Ohio market that provides bold, personalized, evidence-based solutions for businesses, individuals, and families.

Most people have Googled retirement questions at some point. The information is out there. Knowing what to do with it is...
05/14/2026

Most people have Googled retirement questions at some point. The information is out there. Knowing what to do with it is a different story.

Beyond Retirement 101 is a free one-evening class for pre-retirees and the newly retired. In 90 minutes we cover what most people spend years trying to figure out on their own:

• Social Security — knowing the rules and maximizing your benefits
• Withdrawal strategies — how to reduce taxes, fees, and penalties
• Protecting your savings during volatile markets
• Healthcare and longevity planning
• How to make sure you don’t run out of money in retirement

Nobody teaches you this stuff. That’s why we do.

Two chances to join us in May:
• Wednesday, May 20 | 6:00–7:30 PM
• Wednesday, May 27 | 6:00–7:30 PM

Hilliard Public Library, Meeting Room 2A | Hilliard, OH

It’s free. Seats are limited — reserve yours today:
https://eaglefinancialsolutions.com/beyond-retirement-101/

Still working and collecting Social Security? There's a limit you need to know.If you haven't reached full retirement ag...
05/07/2026

Still working and collecting Social Security? There's a limit you need to know.

If you haven't reached full retirement age yet, the SSA will reduce your benefits if your earnings exceed $24,480 in 2026 — withholding $1 for every $2 you earn above that threshold.

This catches a lot of people off guard. The good news? Once you reach full retirement age, the earnings limit disappears entirely.

The right time to claim depends on your situation. Start by learning the rules in our free Beyond Retirement 101 class: https://eaglefinancialsolutions.com/beyond-retirement-101/

Source: Social Security Administration (ssa.gov)

Are you taking advantage of the higher 401(k) limits for 2026?That means contributing up to $24,500 this year — up from ...
04/30/2026

Are you taking advantage of the higher 401(k) limits for 2026?

That means contributing up to $24,500 this year — up from $23,500 in 2025. If you're 50 or older, that number jumps to $32,500 with catch-up contributions.

Are you on track to max out? Even getting closer to the limit can make a meaningful difference in your retirement savings over time.

Not sure where you stand? That's a conversation we’re happy to have.

We’d love to help. Let’s talk: https://eaglefinancialsolutions.com/contact/

Source: IRS (irs.gov)

Thank you to everyone who joined us Monday night! The room was full of great questions and engaged faces which is exactl...
04/22/2026

Thank you to everyone who joined us Monday night! The room was full of great questions and engaged faces which is exactly what we love to see!

If you missed the April 20 session, one more date remains:
April 23 | 6:00–8:00 PM l Canal Wi******er Public Library

Seats are still available. Don't miss your chance to get answers to the retirement questions that matter most.

Reserve your spot: https://eaglefinancialsolutions.com/beyond-retirement-101/

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Spring is all about fresh starts… but when’s the last time you refreshed your retirement plan?If you live in Canal Wi***...
04/16/2026

Spring is all about fresh starts… but when’s the last time you refreshed your retirement plan?

If you live in Canal Wi******er or nearby, this is your chance to get clarity before summer hits.

Join us for a FREE, one-night class designed to help you answer the big questions:
- Have you saved enough?
- When should you take Social Security?
- How can you reduce taxes in retirement?
- How do you make your money last?

April 20 OR 23
6:00–8:00 PM
Canal Wi******er Public Library

Walk away with practical strategies you can start applying right away.

Reserve your seat today: https://eaglefinancialsolutions.com/beyond-retirement-101/

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Income, savings, and withdrawals all show up on your tax return.While most people see it as a look back, it can also off...
04/02/2026

Income, savings, and withdrawals all show up on your tax return.

While most people see it as a look back, it can also offer insight into what lies ahead.

For many, that raises a bigger question: Am I truly prepared for retirement?

Understanding how taxes fit into your long-term plan is an important part of that conversation.

That’s exactly why we offer our Beyond Retirement 101 classes.
They are designed to help you think through income, taxes, and strategy in a clear, practical way.

Learn more:
https://eaglefinancialsolutions.com/beyond-retirement-101/

It’s not just about what you owe or what you get back.Behind every tax return is a bigger story. It can highlight patter...
03/27/2026

It’s not just about what you owe or what you get back.

Behind every tax return is a bigger story. It can highlight patterns in income, tax efficiency, and how different pieces of your financial life are working together.

This time of year is a natural opportunity to step back and take a broader look.

What’s one thing your tax return made you think about this year?

Do you have a retirement plan, or are you hoping things just work out? 🍀As retirement gets closer, a few important quest...
03/19/2026

Do you have a retirement plan, or are you hoping things just work out? 🍀

As retirement gets closer, a few important questions tend to come up:
• Have you saved enough?
• How do you make the most of what you’ve saved?
• When should you start taking Social Security?
• Have you planned for long-term care?

Our complimentary Beyond Retirement 101 class helps you think through these decisions so you can move toward retirement with greater clarity and confidence.

Join us in New Albany on March 23.

Register today:
https://eaglefinancialsolutions.com/beyond-retirement-101/

One of the things we remind people of at Eagle Financial Solutions is this: There is no single starting point when it co...
03/12/2026

One of the things we remind people of at Eagle Financial Solutions is this: There is no single starting point when it comes to retirement planning.

Some people we meet have spent years building their savings and investments. Others are just beginning to think more seriously about what retirement might look like.

Both are perfectly fine.

Our philosophy is simple. We meet people wherever they are.

Sometimes that means helping someone build a comprehensive retirement strategy. Other times it simply means reviewing what they already have in place and suggesting a few thoughtful adjustments or “tweaks.”

Good planning is not about selling a product. It is about helping people make informed decisions so they can move forward with greater clarity and confidence.

If there is one thing I have learned over the years, it is that the best retirement plans start with a conversation.

What was the conversation that first made you start thinking seriously about retirement?

-John Shedenhelm, CEO, Eagle Financial Solutions

At Eagle Financial Solutions, our strength comes from the people behind the work, and we are proud to have Carroll DiMen...
03/05/2026

At Eagle Financial Solutions, our strength comes from the people behind the work, and we are proud to have Carroll DiMenna on our team.

With nearly three decades in the industry, Carroll has guided individuals and families through the real-life questions that come with retirement. She focuses on reducing taxes, creating reliable income, and protecting what they have worked hard to build. Her expertise in Social Security planning also brings added clarity to decisions that can shape retirement for years to come.

Carroll also works closely with entrepreneurs and small business owners on tax reduction strategies and legacy planning, helping them think about how their success today can benefit the next generation.

Carroll is known for being responsive and dependable. Whether answering a client question or supporting a member of our team, she is quick to step in and help.

We are grateful for the care and steady guidance she brings to the families we serve.

Eagle Financial Solutions is proud to stand behind a cause that is deeply personal to our team.On Saturday, March 7 from...
02/26/2026

Eagle Financial Solutions is proud to stand behind a cause that is deeply personal to our team.

On Saturday, March 7 from 6–10 PM at The Corner Bar & Grill in Pickerington, friends, family, and community members will gather to support Joan Huey in her courageous battle against ALS.

Joan is more than a special friend of the Eagle team. She is the mother of our own CFO and Advanced Planning Strategist, Alex Huey. Her strength, kindness, and lifelong dedication to others have impacted so many. Now it’s our turn to show up for her.

The evening will include live music, pizza, and raffle items, with all proceeds helping offset the financial burdens that come with ALS.

If you’re local, we hope you’ll join us. If you’re unable to attend, please consider supporting the cause through a donation.

Let’s rally together as a community and make a difference.

Learn more: https://www.facebook.com/share/p/1DPHevGHR4/

Address

Columbus, OH

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16145360222

Website

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