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Matt Jehn

Matt Jehn, CFP is the principle at Royal Oak Financial Group, providing a complete financial solution of professional accounting, insurance, tax and wealth management services to small businesses and individuals in central Ohio.

Articles for Author

mom and daughter putting money in savings for college funds

How to Get Started Saving For a Child’s Education in Ohio

The right investment plan will help secure you and your loved one’s future!

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couple finding out if social security is enough to live on

Is Social Security Enough to Live On?

Find out more about these benefits and how you can get the most out of them in your retirement years!

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an accountant helping a small business owner go through their transactions

When Do You Need an Accountant for Your Small Business

Here’s what an accountant can do for your Central Ohio business.

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miniature retired couple on tax button

Retirement and Taxes: How Your Accountant Can Help

Do you understand how your taxes will change in retirement?

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financial advisor calculating the impact of inflation on retirement savings

How Does Inflation Affect Retirement?

Make sure your retirement savings plan accounts for inflation.

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What Are the Benefits of Estate Planning?

Estate planning is crucial for everyone expecting to pass on assets to loved ones. Learn why with these seven benefits.

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a couple learning how to manage their debt in retirement

Your Guide to Managing Debt in Retirement

Retirement debt doesn’t have to be a burden. Learn how to better manage it with these four recommendations!

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risk and return spelled out on wooden blocks

How to Understand Your Investment Risk Tolerance

Before you start investing, make sure you understand your tolerance for market volatility!

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married couple opening a joint checking account

How to Open a Joint Checking Account

Opening a joint checking account doesn’t have to be a challenging endeavor. This blog details everything you need to do and know when opening yours!

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couple signing their asset protected trust

What is a Protected Trust?

When it comes to asset protection, one of these irrevocable trusts could be your best option.

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  • Services
    • Estate Planning
    • Individual Tax Planning
    • Investment Management
    • Income & Social Security Planning
  • Resources
  • About
  • Our Process
  • Contact

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