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  • 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.

Advice In Simple Terms

  • 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.

Building an Effective Game Plan

  • 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.   


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Latest Blog Posts

Jul 19, 2018 by Prospera Financial Group

In this Q2 recap: tariffs take center stage, U.S. data signals solid growth, oil gains 18.4%, and the S&P 500 rises nearly 3%.

Jul 17, 2018 by Prospera Financial Group

If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your bank or financial manager and think that they’re speaking a foreign language? Between acronyms, money talk, and words longer than my arm, it’s no wonder that sometimes going to the bank is similar to going to the dentist - but hopefully not as painful. We wanted to help with that. Here are a few financial terms you...

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