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In the seven years that we spent working for STRS Ohio we gained a first-class understanding of pension benefits that is entirely unique in the financial planning world.  We give teachers and other professionals advice to help them feel informed and confident when planning their retirement.  We have learned that the biggest challenge for most public employees is understanding how everything fits together at retirement.  We advise you on your optimal retirement date, whether or not to take a PLOP, how much to leave your beneficiary, and most importantly, compare your current income to your retirement income.  Planning for retirement in the public sector is a complicated process and mistakes are often made that are irrevocable.  It is our goal that you will leave our first meeting with a better understanding of what retirement decisions are best for you and a step-by-step process to help you pursue your goals.   

 

Our Accreditations

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Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

Our Office of Supervisory Jurisdiction is located at:

137 Wilber Dr. NW, North Canton, OH 44720

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