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SERVICES

|  PUBLIC SAFETY OFFICERS

WORKING​ WITH POLICE AND FIREFIGHTERS

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With a deep understanding of the State of Ohio pension programs and qualified plan options Ryan has become an experienced financial advisor in the unique planning needs of public safety officers.

The process starts with a complimentary meeting to confirm the officer is saving in the proper accounts and exploring the use of the pension maximization strategy. 

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Our Complimentary services for Public Safety Officers Includes:

 

  • General financial planning

  • Assists in completing all the necessary DROP enrollment and retirement applications

  • Help navigate and choose the right health insurance plan for the officer and their family

 

BWA also offers reduced advisory fees for Public Safety Officers. Please contact our office for more details.

COMPLIMENTARY REVIEW

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Visit Us

BONAVENTURA

WEALTH ADVISORS

8800 Montgomery Road
Cincinnati Ohio 45236

Clients

Securities offered through Private Client Services, Member FINRA/SIPC. Advisory products and services offered through Souders Financial Advisors, LLC, a Registered Investment Advisor doing business as Bonaventura Wealth Advisors, LLC. Private Client Services and Souders Financial Advisors, LLC are unaffiliated entities.

Relationship Summary

To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck.

To view PCS’s Client Relationship Summary (Form CRS) please click Here

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