How do I figure out what's 'right' for me?
You serve your community for decades and then retirement comes at you quick. Now what?
Work with an experienced, CFP® Professional to consider all options for you and your family's retirement plans. Then when you're ready, we'll help you fill-out, notarize, and file all of your paperwork with your pension ('E-Z paperwork submission').
If you're a member of the Ohio Police & Fire Pension Fund (OP&F), this can be as early as age 48 with 25 years of service. Should you enroll in the Deferred Retirement Option Plan (DROP) then, wait a bit, or not all? We can help you plan and make the right decision for you and your family.
If you're a member of Ohio Public Employees Retirement System (OPERS), Ohio State Teachers Retirement System (STRS), School Employees Retirement System of Ohio (SERS), or the Ohio Highway Patrol Retirement System (HPRS), you'll have earned a pension and the option for a Partial Lump Sum Option Plan (PLOP). Should you consider this option, receive a lump sum, and reduce your pension or let it be? We can help you plan and make the right decision for you and your family.