School Employee Retirement Advisors

SERA (School Employee Retirement Advisors) to help all STRS and SERS employees in Ohio fill their gap in retirement from what their pension covers and their cost of living.

As the premier partner of SERA, we provide retirement solutions to educators and school employees, SERA gives you the stable and reliable advice needed to assist you in taking control of your financial life, and then confidently pursue and achieve your goals for yourself, your loved ones and your legacy. The associates at SERA have a long-standing tradition of helping the employees of k-12 school districts, and other public institutions, to make and save money throughout every stage in life.

Our heritage and culture shapes who we are. It’s no coincidence that the majority of our agents were once educators, administrators and support staff themselves. Some continue to serve their local school districts as members of school boards and parent-teacher organizations. We believe that connection is the engine that drives our success.

Our leadership consists of industry professionals with over fifty years of combined experience assisting public employees reach retirement successfully. In addition, we choose our field agents to leverage their existing knowledge, combined with extensive training to ensure they are properly equipped to accommodate your family’s needs.

In this way, we provide the best service to the best customers.

Our ADVISOR helping your FAMILY

For most people, retirement is about having the time and resources to do the activities you enjoy most in life. Our role is to make sure that you have the savings, growth opportunities and lifetime income necessary to do so. Regardless of where you are financially – whether you’re buying your first home, are actively contributing to your retirement savings, or are nearing your desired retirement age – SERA is here to help customize the solutions necessary to meet your current and future retirement needs.

Setting yourself up for success doesn’t need to be difficult — start your journey towards your successful retirement here.

What SERA can do for YOU

Let’s talk about how we can balance your needs for today with your savings goals for tomorrow.
Regardless of where you are with your retirement planning, we offer the guidance, resources, and solutions to help you achieve your goals.

Confused by which of the many 403(b) investment and retirement income solutions are right for you?

SERA’s experienced and licensed agents are here for you with answers, encouragement and support. They can give you a personalized analysis of your portfolio, designed to help you plan and invest for a more successful retirement, based on your career stage and retirement income goals. With your best interests in mind the SERA advisors are here to assist you in taking the steps necessary to achieve your family’s financial dreams.

Want to avoid outliving your assets? We can insure retirement income payments for as long as you live by helping you with tax deductions and budget planning.

Implement your plan for success! Put aside money in a 403(b) and diversify your investments. We can actively monitor and manage your plan to guarantee your investments are safe.

Let us build a plan that brings your total financial picture into focus. Protect beneficiaries with a death benefit as well as surviving spouses with Social Security Benefits.

One-on-one, and always free

That’s the SERA difference!

Support when you need it, and peace of mind that issues will be resolved if and when they do arise

To schedule an individual appointment, contact your advisor on the link below

Schedule A Retirement Planning Session Now