Ohio Pension Advisors was formed out of a need to better educate members of Ohio’s Five State Pension Plans about retirement. Studies show that many pension plan members work 25-35 years but only make retirement decisions two to four months before retiring, during a 30-minute meeting!

Most of these decisions cannot be changed and members are left to deal with incorrect choices for the rest of their lives. 

At Ohio Pension Advisors, we believe decisions made at retirement require the proper amount of time and information to ensure that a retiree makes the best decision for their specific situation. We have extensive experience working with members of OP&F, STRS, OPERS, SERS, & HPRS, helping each person we meet with MAXIMIZE their pension benefits for themselves and their families.

While many individuals with a State Pension Retirement can experience a comfortable retirement though the security of their pension payments, working with the Ohio Pension Advisors to properly plan can provide peace of mind that each decision you make is correct and you won’t be left to deal with unintended consequences of a past decision in the future.

Ohio Pension Advisors does not charge you for our time or for providing a thorough financial analysis. 

We feel that by freely giving correct information, identifying potential areas of concern, and providing solutions to those concerns, many individuals will choose to implement our recommendations when the timing is right.

Your free financial analysis will:

• Show you how your pension payment is calculated.
• Point out the benefits/downfalls of taking your fully-earned pension or protecting your spouse at a reduced pension.
• Help you determine your desired retirement income.
• Show you when you can comfortably retire.
• Show you how savings can be invested to best supplement your retirement.
• Run calculations to help you determine whether you should pay taxes now or later.
• Project what your retirement will look like over a 30-year period.
• Develop your risk tolerance profile and analyze your current portfolio for risk compatibility.

As part of Cornerstone Financial Planning, clients who choose to work with Ohio Pension Advisors will have access to the overall retirement planning and wealth management capabilities of a comprehensive financial planning firm. Cornerstone Financial Planning specializes in a Low Risk, Low Volatility Money Management System. We also provide assistance with Income Planning, Tax Planning, and Estate Planning.

Learn more about Cornerstone Financial Planning

Call us so you can begin planning now for a comfortable retirement later!