Turn a lifetime of savings into the retirement of a lifetime
We sit down with you, look at everything you've built, and translate it into a clear, stress-free plan so you can finally stop worrying about money and start enjoying life.
Mathematics Over Emotion
Markets fluctuate, but your plan remains steady. We use disciplined, rules-based models so you never have to make panic decisions at 2 a.m.
Clarity, Control & Confidence
Every dollar has a purpose. When you see the full picture—income, taxes, risk, legacy—you regain total control over your financial future.
Fiduciary Standard Always
We put your interests ahead of our own, every single time. No product commission pushes, no hidden agendas, and absolute honesty.
A trusted partner in the motion of your life
Chaz Price didn't start out planning to plan retirements—he started out wanting to be a doctor. But when a finance class clicked, he discovered a passion for helping people understand their money. Today, as founder of Custom Retirement Planners in Centerville, Ohio, he helps families nationwide navigate one of life's most emotional transitions.
Whether it's showing you the math that gives you permission to enjoy a dream trip, or gently warning you when a strategy puts your savings at risk, Chaz brings straight talk, disciplined process, and genuine care to every conversation.
Coordinating every piece of your financial life
We bridge your income, investments, taxes, and legacy so they work in total harmony rather than sitting in separate silos.
Retirement Planning & Income Strategy
Structuring your hard-earned savings into predictable monthly cash flow so you can spend with confidence and never outlive your money.
Learn More →Rules-Based Investment Management
Data-driven investment models that take emotion out of portfolio decisions, protecting capital when markets drop and capturing growth when they rise.
Learn More →Tax & Social Security Coordination
Optimizing your Social Security claiming timeline and managing tax brackets to keep more of your money where it belongs: in your pocket.
Learn More →Legacy & Multigenerational Planning
Ensuring your wealth transitions smoothly to your children and grandchildren, instilling your values without legal confusion or tax friction.
Learn More →Turn a lifetime of savings into the retirement of a lifetime
We sit down with you, look at everything you've built, and translate it into a clear plan you can actually understand. Where your income will come from, how much you can spend, and how to protect what matters.
Custom Retirement Planners is a dedicated financial partner helping families and business owners turn hard-earned savings into a confident, stress-free retirement journey.
Value substance over status and clarity over hype
You've worked hard to build your success. Now you need an honest advisor focused on protecting what you've built.
Hardworking Savers
You've accumulated savings over decades and want absolute certainty that your money will last through your entire retirement without fear.
Intentional Retirees
Major transitions require thoughtful analysis. Whether stepping away from work or managing new income streams, you need a clear roadmap.
Legacy Builders
You want to pass on both your wealth and your principles to future generations without legal burden or unnecessary tax friction.
A steady guide in the motion of your life
Chaz Price didn't start out planning to plan retirements—he started wanting to be a doctor. But when a finance class clicked, he found his true calling. With experience spanning National City, Raymond James, and founding Custom Retirement Planners, Chaz brings clarity where there used to be confusion.
He's the advisor who will show you the math that gives you permission to buy a $50,000 Slingshot motorcycle in your 70s, or sit across from you and say gently, "If you keep going down this path, the money runs out in four years." Because telling the truth is the job.
READ CHAZ'S FULL STORYFinancial planning tailored to your life
We coordinate all the moving parts so your accounts, taxes, and legacy work together in total harmony.
Retirement Planning & Income Strategy
Structuring your savings into reliable monthly cash flow so you stop worrying about outliving your money and start using it to live.
View Service Details →Rules-Based Investment Management
Disciplined investment models built on mathematics over emotion—knowing when to hold and when to step aside so you sleep well at 2 a.m.
View Service Details →Tax & Social Security Coordination
Optimizing Social Security claiming age and managing tax brackets to minimize what you owe and maximize your lifetime household wealth.
View Service Details →Legacy & Multigenerational Planning
Structuring your estate to pass on assets and family values smoothly, ensuring your success becomes a lasting blessing for your heirs.
View Service Details →What sets our practice apart
Mathematics Over Emotion
We follow a defined, methodical process rather than reacting to market headlines or fear. Data guides every investment decision.
Clients' Interests First—Always
As true fiduciaries, we never recommend strategies simply because they are profitable for us. Your needs are our only priority.
Stay in Our Lane Discipline
We focus exclusively on what we excel at: retirement, income, and investments—collaborating with top CPAs and attorneys for the rest.
In the Motion of Your Life
We're not just here at the kickoff meeting. We're a direct cell phone call away whenever life milestones or financial questions happen.
Turn a lifetime of savings into the retirement of a lifetime.
Let's sit down, look at what you've built, and create a plan that gives you permission to enjoy it.
SCHEDULE YOUR DISCOVERY CALL