- As former STRS Ohio employees and OPERS members we combine our public pension training with our CERTIFIED FINANCIAL PLANNER™ designations to improve your current financial plan.
- Money tends to be a complicated matter for most people. We speak your language to simplify your understanding of your public pension, social security and overall retirement income strategy.
- It’s our job to understand the complexities of your financial situation and help you build a personalized strategy with your goals in mind.
- Do you know what you’re paying your advisor? As fiduciaries, we believe it’s important that our clients understand their fees. We explain our fees in a clear and concise manner so that you’re confident about the value you will receive.