utilizes over thirty years of business experience to help clients develop solutions for the financial concerns in their lives.
He strongly believes this can only be achieved by first getting to know each client on a personal level. His individualized approach can be summed up by the following sentiment: “It is truly a blessing to help clients with their financial concerns while making new friends in the process.”
No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients. We understand that financial planning for your future can be scary and uncertain, especially in today's global economy. But, rest assured, we have helped clients with all types of backgrounds and we want to help make your dreams become a reality for you and your family.
Ohio Pension Consultants was co-founded by Carl McClurg and Jeremy Frazie. They realized many pension plan members work 25 to 35 years and make retirement decisions 2-4 months before retirement, during a 30-minute meeting. That’s not much of a retirement plan. Jeremy and Carl help pension members tackle the 5 MAJOR FINANCIAL CHALLENGES by utilizing the 4 CORNERSTONES of financial freedom and prosperity. Retirement planning should start at least 10 years from your desired date, not several weeks. Ohio Pension Consultants goal, is to better serve members of the five Ohio Pension Plans by helping them get their ENTIRE financial house in order.
We have years of experience working with members of Ohio's STRS, OPERS, SERS, OP&F and Highway Patrol pension plans. We offer a free consultation to help pension members better understand their options at retirement time and educate them on strategies to potentially maximize their pension benefits for their families.
There have been many changes to Ohio’s pension plans, especially STRS. We help members understand those changes and most importantly, how those changes affect their retirement timeline and benefits.
We welcome the opportunity to EARN your trust.
Every person’s finances are a puzzle that can only be solved through listening. When we begin to work together, we conduct an active listening session in which we seek to conceptualize all the moving parts of your life that could affect you financially--family, what drives you, and lifestyle desires. Only when we have reached a deep understanding of your life does the financial part of our process begin.
There is nothing cookie-cutter about us. As an independent, family-owned wealth consulting firm, we are free from both public shareholder demands and bottom-line corporate profits, which gives us the freedom to put you first.
Just as you have the opportunity to choose your wealth advisor, we in turn get to choose our independent broker-dealer. We have chosen to be registered with Cambridge Investment Research and Cambridge Investment Research Advisors (CIR). They are one of the most respected independent broker-dealer and RIA firms in the industry. CIR is privately owned with no proprietary products or quotas. They facilitate our regulatory compliance and make sure our advisors adhere to all securities laws and regulations.
FREEDOM allows us to be genuinely relationship-driven, so we can care about your success and focus on your individual needs.
FREEDOM allows us the ability to offer unbiased advice and keeps us from any ties to proprietary products and companies.
FREEDOM allows us to be free from public shareholder demands and bottom-line corporate profits.
FREEDOM gives us unlimited access to hundreds of global strategic partners and first-rate technology tools.
"Retiring comfortably to me includes the ability to travel. A lot!"