Ohio University (OU) Retirement Planning

University Employees

Specialized OU Retirement Planning

While employed by OU retirement contributions must be directed to one of the state retirement plans:

Alternative Retirement Plan (ARP)

Ohio Public Employees Retirement System (OPERS)

State Teacher Retirement System (STRS)

We believe in our clients fully understanding all their options. We will help you choose the one that best fits your savings goals.

OU RETIREMENT RESOURCE

What We Can Offer You

OU Retirement

Comprehensive Financial Planning

We advise our clients with a comprehensive approach. Our goal is to evaluate your financial options and design the best plan for your OU retirement.

Benefit of a Small Financial Planning Firm

We aim to: quickly adapt to industry and market changes for clients, reduce bureaucracy and inefficiencies, pass savings on to customers more quickly and implement technological solutions.

Fee-based Fiduciary

rebel Financial is a RIA (Registered Investment Adviser). We receive compensation from clients, not third party companies. This ensures our loyalty to you and your financial needs.

Technologically Progressive

Technology can improve the lives of our clients, by helping us reduce costs and better serve them. We continually look for ways to improve and upgrade our technological integrations to make this possible.

DOWNLOAD CLIENT BROCHURE

Example- Gold Level University Clients Cost Comparison

Currently, OU does not have 3rd Party Fee Billing so our alternative fee schedule applies to any/all ARP/403b/457b accounts, which our clients pay us via Paypal. Also, if you hold other IRA or after-tax accounts with us our general fee schedule would apply.

retirement planning

*About 43% savings!
*Plus, there are no surrender charges because there are no commissions.
*Plus, you can fire us without changing plans or transferring funds.  Again, there are no strings attached.

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