Our mission is to help Ohio public employees maximize their pension benefits and avoid costly mistakes when retiring.  We are dedicated to empowering Ohio's teachers, police, firefighters, Ohio State, City and Local public employees to establish financial goals and build a secure future for themselves and their families.  Working for the Ohio public pension systems gives us a unique understanding of how to design financial strategies for the unique needs of Ohio public servants, with a focus on education, transparency, and long-term relationships. Our goal is to help our clients pursue financial independence and peace of mind, so they can focus on what they do best: serving their communities.

Our vision is to be the leading financial planning firm for Ohio's teachers, police, and firefighters, recognized for our expertise, integrity, and commitment to our clients' success. We aim to create a culture of financial wellness in these professions, providing education and resources to help our clients make informed decisions and pursue their financial goals. By building strong relationships based on trust, transparency, and accountability, we strive to become a lifelong partner in our clients' financial journey, helping them navigate life's transitions and achieve their dreams.