Alpha Planning & Financial Services has extensive knowledge and experience working with pre-retirees and retirees from many of the major companies in the state of Ohio.  We will be able to provide customized advice on pension options for both current and former Cleveland-area health care employees.  In addition, we are subject matter experts in the overall benefits packages offered to you and are able to assist with 401(k), 403(b), IPP, CCHS, OPERS, and SSI integration questions.  It is also encouraged to set up an appointment prior to the opening of election windows to have a better understanding of your options.  

There is no cost for any consultation meetings with our firm. 

We look forward to helping you answer your questions!