The Retirement Blueprint™ | Timothy P. Lofton | Founder Email Format

Financial ServicesOhio, United States2-10 Employees

The Retirement Blueprint™ is a financial services firm founded by Timothy P. Lofton and based in Waynesville, Ohio. The organization presents itself as a coaching-focused advisory resource that aims to help individuals and companies navigate financial planning by coordinating with a network of wealth management professionals, CPAs, estate planning, and elder law attorneys. Its approach centers on tailoring guidance to each client, avoiding pre-set solutions or a one-size-fits-all model, and emphasizing client-first service backed by extensive collective expertise. The firm positions itself within the financial planning sector as a collaborative advisor that acts as a single point of contact for multiple professionals, rather than merely offering standalone financial products. The company is small in size, with a footprint that suggests a boutique operation, and it highlights a commitment to personalized, holistic planning through coordinated expert support.

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