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Public Employees
School Employees
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Let Us Teach You
Teaching others takes a lot of energy. We understand once you're done, the last thing you want to think about is retirement or finances. Let us help you along the way. With knowledge of STRS/SERS along with investment know-how and financial planning for you and your family.
With our relationship with Aspire, we are able to work with a plethora of school districts across the State of Ohio and beyond. This allows us to offer our service and knowledge on not just personal accounts, but 403b accounts through your employer. We manage the portfolio so you'll have more confidence as well as give you financial advice and complementary financial planning.
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The following are the school districts we can work with:
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