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Welcome to the Ohana Sponsored Alternative Retirement Plan (ARP) website for St. Elizabeth Healthcare employees.

The team at Ohana Wealth & Life Planning has been working with employees and retirees of St. Elizabeth Healthcare for over twenty years. With our partnership with St. Elizabeth, we can work with you on your Alternative Retirement Plan (ARP) or 403(b) plan.  As you are aware, there are many changes that will be taking place before October 1, 2020.  Let us help you navigate the new plan rules and options and help design your personalized investment portfolio.

Want to learn more?

Contact Ohana today at (513) 419-1004 or
hello@ohanaplanning.com or
click below to schedule a call with our team.

Schedule 1:1 Call

If you missed one of our informational webinars or want to watch again, click below to see a recorded session.

How can Ohana help me?

Our approach is different than traditional financial planning which primarily focuses only on the quantitative aspects like saving and investing. While we use many of the same tools and investment vehicles that other firms use, we will initially focus on the top of the pyramid and building out your ideal life path. Only when you become truly inspired will your goals clearly laid out will we then design a comprehensive financial and investment plan that will allow you to merge your current situation with your ideal life. We utilize a low-cost fee-only planning approach that will allow us to work with you in an unbiased and fiduciary manner.

No matter what stage in life you are in, Ohana Wealth & Life Planning can help you on the path of making your dreams a reality.  We will work with you to provide a personalized financial and life plan as well as an investment plan to help you reach not only your retirement goals but your current goals as well.

Ready to get started?

Contact Ohana's UC Team

Financial Life Planning Is About The Freedom to Uncover Your Dreams and Make Them a Reality As You Pursue Life’s Passions

Life Planning helps you re-evaluate your relationship with money so that your financial resources are dedicated to supporting your life of greatest value, meaning and purpose. You are the expert of your life’s purpose, we are the experts in the financial elements necessary to make it all possible.

Additional Resources

St. Elizabeth Benefits
NetBenefits (Master Plan Administrator Site)