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  • We are Public Sector Professionals.

  • As STRS Ohio employees almost two decades ago we first understood the differences in retirement income planning for public sector and private sector employees. Each person’s retirement situation is unique and is treated that way in our office.

  • We are Fiduciaries.

  • fiduciary duty describes a relationship between two parties that obligates one to act solely in the interest of the other. This standard is more stringent than the suitability standard, which requires that recommendations be made that are suitable based on a client’s personal situation, but does not require the advice to be in the client’s best interest. We adhere to the fiduciary standard.

  • We are CERTIFIED FINANCIAL PLANNER™ Practitioners.

  • Anyone may call him or herself a “financial planner,” but only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics, and professionalism. CFP® Board’s Standards of Professional Conduct require CFP® professionals to look out for your interests above their own when delivering financial planning advice. 

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%.

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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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