Get Help With Your Retirement Plan at Work

ARE YOU TIRED OF TIRED OF CALLING AN 800 NUMBER FOR ASSISTANCE?

WOULD YOU PREFER TO HAVE YOUR FINANCIAL ADVISOR HELP YOU WITH YOUR RETIREMENT PLAN AT WORK?

WE CAN HELP YOU GAIN CONTROL OVER YOUR RETIREMENT PLANS!

ARE YOU EMPLOYED BY ONE OF THESE ORGANIZATIONS?

LARGE CORPORATIONS

First Energy
Goodyear Tire & Rubber Company

Fred Albrecht Grocery
Progressive Insurance Company

MEDICAL ORGANIZATIONS

Akron General Medical Center
Cleveland Clinic

Akron Radiology, Inc.
SUMMA Health Systems

SCHOOLS AND INSTITUTIONS OF HIGHER LEARNING

Akron City School District
Kent State University
Barberton City Schools
The Ohio State University

Canton City Schools
Lakeland Community College
Revere Local Schools
Youngstown State University

This list is a small sampling of employers whose retirement plans allow us to help participants design and manage their investment strategy. 

Please contact us for more information.

Please note that none of the listed employers have endorsed or recommended Integrated Capital Planning, Inc., Jeffrey J. Stenroos, or Geneos Wealth Management, Inc. to their employees to provide investment advice to employee retirement plans. Our review of publicly-available information at the time of publication indicates that these employers offer a self-directed brokerage option for their retirement plan participants. Final verification of this option is the responsibility of the employee participant. None of the above-listed employers are affiliated in any way with Integrated Capital Planning, Inc., Jeffrey J. Stenroos or Geneos Wealth Management, Inc.