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Public Employees
First Responders
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Knowledge for Now and Then
Planning for your life now and your future is hectic in today's world. We try to make life easier by having the knowledge and background to help navigate Ohio Police and Fire's pension system and retirement benefits.
With experience in both 457b management and OP&F retiree needs, we aim to help our clients understand what options they have available. Having managed over 80 fire department 457b plans, we know how best to take advantage of your current plan as well and look for opportunities you may not be aware of. Through portfolio management and financial planning, we guide our clients to pursue their financial goals.
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The following are some of the public employers we may be able to work with:
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