BUCKEYE 457

PUBLIC SECTORRETIREMENT PLANNING

We offer multiple deferred compensation programs that can be combined to help create an appropriate plan based on individual participant goals.

Buckeye 457 Deferred Compensation:
Solutions

Managed Portfolios

Managed Portfolios

Investment Monitoring

Investment Monitoring

Lifetime Income Benefits

Lifetime Income Benefits

OAPT

OAPT

Liquidity Feature Via Loan Option

Liquidity Feature Via Loan Option

Customized Planning

Customized Planning

Custom plans for YOUR future!

The Buckeye Deferred Comp Plan has been available since 2004 and has been adopted by over 50 Ohio municipalities and now has been adopted by the Ohio Association of Public Treasurers. The goal and the mission of the Buckeye deferred compensation plans are to ensure that they are customized to fit the long‐term financial goals of all participants.

OUR ADVISORS

Our team works with individuals and families to help them pursue their financial objectives, while incorporating their deferred compensation plan into a holistic financial picture. Though the majority of our clients are with OPERS and Ohio Police & Fire, our advisors also advise on wealth management, life insurance, disability and long‐term care. Working to ensure that deferred compensation plans are customized to fit our clients’ long-term financial goals is both our mission, and our joy.

CHRISTOPHER LOMBARDO.
CHRISTOPHER LOMBARDO.
clombardo@buckeye457.com
WILLIAM MATEJKA, AAMS®.
WILLIAM MATEJKA, AAMS®.
wmatejka@buckeye457.com
JONATHAN MISTOFSKY.
JONATHAN MISTOFSKY.
JMistofsky@buckeye457.com
DELORES YEZBAK.
DELORES YEZBAK.
dyezbak@buckeye457.com

OUR CLIENTS