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Choosing your retirement options through your State Pension plan can be complex. We can help make sense of your plan and to help you choose the best option for your family. There are many facets to your Pension regarding Annuity Payments, Health Care, Taxes and Estate considerations. Our goal is to help you keep more of the money you worked so hard to accumulate during your working career while maximizing benefits.

For those employees who may be new to the Pension, we can help choose which plan is best based on your retirement goals. There is no one size fits all program and having a deep understanding of your options is paramount. We have helped many Public Employees to retire with confidence from their State Pension plan.

Teachers and Public School District Employees

Cleveland Securities works with many Public School Districts in Northeast Ohio for the 403b and 457(b) Retirement Plans.  We can personalize your retirement savings using with a variety of investment choices; ranging from Index Funds, Managed Mutual Funds, Stable Value Funds and Target Date Retirement Funds.  Our plans are customizable to you based on your unique retirement goals, risk tolerance and objectives. 

Our Districts

Municipalities - 457(b) Deferred Compensation Plans

Cleveland Securities works exclusively with the following cities to provide planning for retirement and other services utilizing the 457(b) Deferred Compensation Retirement Plan.  

  • City of Independence
  • Village of Boston Heights
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Retiring?  To PLOP, DROP or not

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation; your plans for retirement and your income needs.  Having a State Pension checks many of the boxes but are you planning on making any large purchases during retirement, paying for a wedding, planning for taxes, leaving money to kids and grandkids?  Maybe the PLOP or DROP program is right for you.  

Most Public Retirees aren't aware that once you fill out your retirement paperwork, you can not go back and change your option.  It is important to look over all the options and make the right choice for YOU.  

Follow the link to see if the PLOP or DROP is right for you!

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If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

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