Retirement Preparedness
Ohio University has partnered with CAPTRUST Financial Advisors to help you build a solid financial future. They can assist you with Retirement and Financial Planning.
Retirement Planning
- Assistance with enrolling in an Ohio University Retirement Plan
- Deciding how much you should contribute to a supplemental retirement plan
- Understanding retirement loans and distributions
Financial Planning
- Creating a budget
- Debt payoff strategies
- Managing credit
- Saving for college
- Home ownership
- Social Security options
CAPTRUST Financial Advisors
CAPTRUST is an independent investment advisory firm that provides investment advice to Ohio University employees. CAPTRUST has been helping individual participants for over 25 years, by providing personalized advice. Visit CAPTRUST’s Investment and Retirement Plan Advice Made Easy (opens in a new window) site for access to articles, webinars, videos, and more.
If you need one-on-one personal advice Schedule an Appointment at: https://www.captrustatwork.com/scheduler/ (opens in a new window)