Lincoln Investment and Capital Analysts Form CRS ▪ Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC www.lincolninvestment.com. IMPORTANT: Electronic mail sent through the Internet is neither secure nor assured to be delivered on a timely basis. We strongly recommend that you do not send confidential personal information, such as social security numbers or account numbers, to us via electronic mail. Do not send time-sensitive or action-oriented messages to us via electronic mail. Unsolicited instructions to “buy” or “sell” a security or to conduct any other financial transaction may not be honored.

Public Sector Retirement Planning

Are you retiring from Ohio Police & Fire Pension (OP&F) or Ohio Public Employees Retirement System (OPERS)?

We provide customized planning services across the following areas:

  • Pension selection (single life vs joint survivor options)
  • Budgeting/expenses (do you know how much you need each month?)
  • Investments (will you need income to cover expenses your pension does not cover?)
  • Income planning (how will your pension affect social security?)
  • Healthcare (how does the OP&F stipend or OPERS healthcare allowance work?)

Other areas, including options for final payout, PLOP options, DROP investments and estate planning considerations.

Why Buckeye?

According to the Ohio DC website:

Neither the Ohio Public Employees Deferred Compensation Program (Ohio DC) nor any of its representatives will give legal, tax or investment advice. For such guidance, you should consult your own legal, tax or investment advisors.

We believe that investment advice is a necessary part of a good deferred comp program. Buckeye Deferred Comp participants have unlimited access to our professional financial advisors at no additional charge.

Buckeye advisors take proactive steps to craft a comprehensive strategy for each participant that aligns with their unique financial goals and circumstances. And we don't stop there—as clients' needs evolve, our financial advisors pivot with them. From navigating complex estate planning to optimizing investment portfolios, our goal is to empower our clients to thrive financially.


For more information, please contact us to schedule an appointment.

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