Pension Prep 

Our Financial Wellness Class is made just for Ohio Police officers and Firefighters.

We help you take a different view of your money so you can get the most life out of each paycheck, as well as your DROP & Pension benefits.  

Pension Prep FAQ

I'm 2 years away, is that too early to do this?

If you are 2 years away you have time to complete Retire Well. Pension Prep is for those that are in their last year up to 18 months. If you are retiring next week you can benefit from this but you will probably want to call in sick and really focus.

My friend told me what he chose for his pension and I am planning to do the same. Do I still need to do this?

Your service time, date of birth, spouse’s date of birth and highest 3 or 5 years are part of your decision.  You need to look at your cash flow, debt, all assets including spouse’s pension, 401K, savings, IRA’s, mortgage info and your personal lifestyle goals for retirement. If every one of those things are exactly the same as your friends then maybe you don’ t need to do this. You are about to make the biggest and most important financial decision of your life. What makes the most sense to you?

How much time does it take?

It somewhat depends on where you are in life and how complicated your finances are. It also depends on your effort.

3-5 meetings some homework along the way is pretty typical. 

What do you do with my information/data??

We help you look at everything. So, EVERYTHING.

We mainly only look at generic information. Account balances and details. We don’t look at any “personal” information like account numbers, social security numbers, etc…

All other information is kept secure to (at least) industry standards. 

The currency our business runs on is trust. We would never sell or share any information.

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