403b's are a supplemental retirement savings plan for employees that work for nonprofit organizations. They provide a defined contribution (401k-like) program as a supplement to an employee's defined benefit (such as a state pension or social security) program. 

457b's are a supplemental tax-preferenced savings plan for employees that work for the state or municipal government. They provide a defined contribution (401k-like) program as a supplement to an employee's defined benefit (such as a state or police and fire pension) program. 

We specialize is analyzing your Social Security benefits to help evaluate your strategies for maximization.

An Alternative Retirement Plan (ARP) is a defined contribution plan that some staff and faculty at Ohio public universities are eligible for.

...and many more!

We only accept compensation from our clients, never from third parties. We are part of the National Association of Personal Financial Advisors (NAPFA), and we do not accept commissions for our work.

A a fiduciary, we are required by law to represent our clients' best interests first. Our loyalty lies with you, rather than with our firm, to avoid any conflicts of interest.

Whether you want a one-time fee or a continuous service, our packages allow you to choose what plan works best for your needs.

We put non-shareholders before profit maximization to create a company and end-state with exponentially more value.

We take steps to manage your investments with discretion. We take personal responsibility for all of our actions rather than asking your approval for each decision.

We make sure that our pricing is clear, open, and transparent. We disclose all our fees upfront so you can understand your total costs and benefits.

All of our advisors require a Certified Financial Planner (CFP) certification and must complete 60 hours of continuing education each year.

As a smaller company freed from the bureaucratic gridlock of most large institutions, we implement new technology years before most of our competitors.