K. Ray Retirement Financial Services

We specialize in helping people retire comfortably

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K. Ray Retirement Financial Services is a full service, retirement planning company serving Marysville, Ohio and surrounding counties. We provide retirement, estate planning, and Medicare planning to families nearing or already enjoying retirement. Our mission is to provide the families and businesses with innovative financial strategies, in an effort to provide financial clarity, solutions, and improve their quality of life. Making strong commitments to our clients and building life-long relationships are tenets of success at K. Ray Retirement Financial Services.

After a thorough and careful financial discovery with our clients, we analyze their personal financial situation – risk tolerance, time horizon, liquidity needs, and retirement goals — and create a retirement plan that is unique to their situation.

Convenience for you. A legacy for your loved ones.

We understand that retirement is a journey, not a destination. That’s why we give you complimentary access to Generational Vault®, a secure online safety deposit box. It’s a perfect place to store your financial and legal information so that you can access it anytime, anywhere.

But it’s also one way to leave a legacy for your loved ones. A simple video, recorded on your phone or laptop and saved in Generational Vault, can give you the assurance that you’ve told the people you love just how much they mean to you.

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