10100 Innovation Drive,
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We understand the unique financial planning opportunities available to Ohio’s K-12 educators and university professors.
As an Ohio educator, we’re here to help you retire when and how it works for you. Together, we can develop a cash flow plan by examining your institution's employee benefits package and savings options. When you’re ready to retire, we will be there to help you make that transition.
Supporting you in creating a customized financial plan by:
Preparing for retirement as a government employee presents several unique challenges.
Navigating service credits, distribution options that could potentially prevent beneficiaries from receiving their inheritance and Social Security offsets can be difficult. We take a professional look into your assets to help you understand your employee benefits and provide specialized financial guidance.
We help prepare government employees for retirement by:
You’ve gone to school and studied hard to create a better future for you, your family and your patients.
We’ll help you to keep building towards your future with a strategic financial plan designed to protect and grow your wealth whether you’re just starting out or have been in the field for years.
You can rely on us to help you with:
As a responsible business owner or plan sponsor, you owe it to your employees to care for their financial future and independence as much as your own.
You’re in the driver’s seat, but we’ll help you navigate the responsibilities associated with developing the right employer-sponsored plan for your employees. We work with multiple plan sponsors to help you develop solid and diverse financial plans for your employees.
We can help with: