
Public Employees
City Employees
Taking Care of You
Taking care of a city is tough. Lots of voices and not enough time to get everything done. Let us quiet those voices and give you a chance to focus on your long-term financial goals. Through OPERS knowledge, financial planning, and investment management, we take the questions out of finances and retirement,

With experience in both 457b management and OPERS retiree needs, we aim to help our clients understand what options they have available. Having managed over 80 city and township 457b plans, we have a history of managing 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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