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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

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Understanding the Differences Between an Accountant vs. Financial Planner

Finding the right financial assistance is nothing to take lightly, but how do you know which type of expert is right for you? We discuss key differences here!

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document outlining social security survivor benefits

Your Guide to Social Security Survivor Benefits

Discover what Social Security survivor benefits are, how they’re calculated, if you qualify, and how you can apply!

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couple discuss estate plan with financial advisor

How to Avoid 5 Common Estate Planning Mistakes

Whether you’re just starting your estate plan or are revising a previous version, make sure that you avoid these common pitfalls!

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woman reviewing annuity statement in worthington, ohio

How Does an Annuity Work?

Determine whether annuities are the right type of retirement income for you and your financial goals.

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What Are Your Rights as a Taxpayer?

Get a better understanding of your rights as a federal and state taxpayer.

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a stressed woman doing taxes at kitchen table

What You Should Know About Individual Tax Planning

Alleviate tax time headaches with these tips for individual tax planning!

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Your Guide to Investment Management

Discover how investment management services work, the costs associated with them, and how to hire the right advisor for your unique investment goals. 

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Establishing an Investment Plan for Retirement:
How Age Impacts Decisions

Learn the basics of how retirement planning can change over the course of your life.

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5 Useful Tips for Tax Planning in Retirement

Take advantage of these five tips for tax planning in retirement!

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older couple meeting with advisor

How to Start Estate Planning

Begin the estate planning process to protect your assets and family members from the unforeseeable in life.

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614-842-6090

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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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