Ohio Retirement Planning
Advocate Life Group
Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.
Advocate Life Group is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.
01
Start Smart
Get a Clear Understanding of Your Financial Life
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
02
Apply Discipline
A Retirement Strategy Designed for You
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
03
Communicate Progress
Our Commitment to You
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive
outreach, and accessibility to our team throughout our working relationship.
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Meet The Advisor
Athan Poullas
Co-Founder
Athan Poullas is a US Marine veteran from Columbus, Ohio and the founder of Advocate Life Group. He has extensive experience in the private and federal retirement markets, providing guidance to protect, plan and project retirement income.
He assists his clients in maximizing their benefits before and after retirement, while also maximizing their income in retirement. He will also provide guidance to project and plan retirement income and help avoid future tax liability. Having the experience to handle many financial needs, he specializes in the shift from accumulation to distribution by analyzing his client’s financial picture before making any recommendations on their plan.
Your decisions about retirement are some of the most important decisions you will ever make. Proper preparation is the key to a solid and comfortable retirement, and there is no better time to prepare than right now. Getting the right advice is vital to your long-term happiness to ensure you have the retirement you desire.
“As an independent advisor, I hold no loyalties to anyone but my clients with the freedom to operate solely on what is right for you”.
RR
Retirement Resources
Complimentary Educational Resources
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
Our Upcoming Events
Events in November 2025–January 2026
- There are no events scheduled during these dates.
Our Downloads
Stress Free Retirement
This book has done for the annuity marketplace what Tax-Free Retirement did for life insurance. The response has been overwhelming. Nearly every person who reads this book wants to schedule a follow up with the person who gave it to them to discuss how this product can enhance their retirement. Don’t miss out! This is the book you have been waiting for. A book that could revolutionize your retirement years.
Financial Calculators
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.
