ohio pension advisors
- Pension Education
- Powered by Scott Financial Group
- Comprehensive Financial Planning
Ohio Pension Advisors aims to help retirees achieve peace of mind and enjoy a comfortable retirement lifestyle.
As part of Scott Financial Group, 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.
Decisions made at retirement require the proper amount of time and information to ensure that the best decision is made for retirees.
We have extensive experience working with members of OP&F, STRS, OPERS, SERS, & HPRS, helping each person we meet with how to maximize their pension benefits for themselves and their families. Working with the Ohio Pension Advisors to properly plan can provide peace of mind that each decision you make is correct.
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.
Don't be left to deal with unintended consequences of a past decision in the future.
While many individuals with a State Pension Retirement can experience a comfortable retirement though the security of their pension payments, OPA is here to go through all of your specific situations to make sure you won’t run out of money.
Get the benefits you've worked so long and hard for with proper pension management planning.
As part of Scott Financial Group, 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.
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.
