About Our Firm
At Advanced Retirement Design, our sole focus is YOU.
Advanced Retirement Design
Since 2000, residents of Central Ohio have trusted Advanced Retirement Design to help guide them to and through retirement successfully.
By using a variety of advanced financial planning strategies and our refined process, we can help you develop an overall financial plan specific to you and your family. We have a strong team of professionals helping ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement. Our team will put all the pieces of your unique puzzle together to create a financial plan that fits your unique needs.
Meet John Deitrick
As the founder of Advanced Retirement Design, John Deitrick is focused on helping families work toward their retirement dreams through a well-thought-out, comprehensive financial plan. His business philosophy is to do what’s in the best interest of the families he serves at all times.
Within one year of working as a broker at Bank One (now JP Morgan Chase), John formulated the business plan that became Advanced Retirement Design. He wanted to help people proactively, rather than reactively, as he was doing as a broker. By becoming an independent financial professional, John firmly believes he is able to add value to others’ lives by helping them strive for financial freedom to live out their retirement dreams.
John founded Advanced Retirement Design in 2000. He holds his Series 65 securities registration, as well as his life and health insurance licenses. He is a member of the Financial Planning Association and has his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. A graduate of Eastern Michigan University, John holds a bachelor’s degree in business administration.
Family and faith are the foundations of John’s practice. His commitment to honesty and integrity in wealth management and financial planning has put him in high demand as a trusted advisor among Central Ohio individuals and their families.
John and his wife live in Powell, Ohio, with their two daughters. Away from the office, John enjoys cycling, playing golf and spending quality time with his family.
Investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. SEC registration does not imply any level of skill or training.
Meet Tena Pace
Tena Pace takes pride in being a good listener to clients while keeping the office organized and running smoothly as the administrative assistant at Advanced Retirement Design. She lends a hand in just about everything that goes on at the office, including processing, office management and client relations.
Tena’s parents introduced her to Advanced Retirement Design and its founder, John Deitrick, years ago while he served as their financial planner. Upon Tena’s father’s death, she worked closely with John to help her mother feel more secure in her finances. He appreciated her help and dedication to providing guidance, and he soon hired her in 2015 to assist with all clients looking for financial security in retirement.
Tena is glad to work part time at the office to continue her full-time role as a mom. She and her husband live on their family farm outside of Dublin, and Tena enjoys helping him in the field when he needs it. She can also often be found cheering her children on from the sidelines of their various sports and volunteering in their schools and the community. Tena graduated from Ohio State University with a bachelor’s degree in communication.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at firstname.lastname@example.org or call us at 614.602.6506 today!
Have Questions for Advanced Retirement Design?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below