Three Creeks Capital Management

Three Creeks Capital Management Crafting deeply impactful financial plans for Ohio Public Employees. Three Creeks Capital Management is not affiliated with Cetera Advisors LLC

With two decades of experience, we craft comprehensive financial plans that align clients' money values with their financial priorities. Investment Advisory Services and Securities offered through Cetera Advisors LLC, Member FINRA/SIPC a broker/dealer and a registered investment adviser.

This article examines the historical impact of government shutdowns on individual investment portfolios.The article note...
05/03/2023

This article examines the historical impact of government shutdowns on individual investment portfolios.The article notes that while a government shutdown can create uncertainty and temporary market disruptions, its impact isn't much.

See this chart to learn more about the impact of a government shutdown on your portfolio.

03/09/2023

Teachers are relying more heavily on ChatGPT than students.

PSA: The Ohio Retirement Systems are NOT allowed to give members advice. They can ONLY educate. I know this because I wo...
02/16/2023

PSA: The Ohio Retirement Systems are NOT allowed to give members advice. They can ONLY educate. I know this because I worked for STRS Ohio for seven years. ✅❌ Don't ask a benefits counselor which plan of payment you should...

Understanding Taxes = Building wealth.Recent Prospect (now client) Story:Married couple age 61/58 - Needed a full financ...
02/03/2023

Understanding Taxes = Building wealth.Recent Prospect (now client) Story:Married couple age 61/58 - Needed a full financial analysis.Small business owner and Ohio public employee.We addressed retirement income, insurance, investments,...

Our FREE OP&F Guide is now available! This guide is for Ohio Police and Fire members and answers many of the questions w...
01/31/2023

Our FREE OP&F Guide is now available! This guide is for Ohio Police and Fire members and answers many of the questions we’ve been asked over the years by our OP&F clients.This consolidated guide simplifies the OP&F website and...

A consolidated guide for OP&F members that simplifies the OP&F website and the retirement planning process. This guide is designed to help you understand your pension, and what to think about before retirement. DROP, Plan of payment, WEP, GPO, Survivor, and Disability benefits.

Get the latest income tax brackets, retirement contribution limits, capital gains tax brackets, Medicare premiums, and R...
01/30/2023

Get the latest income tax brackets, retirement contribution limits, capital gains tax brackets, Medicare premiums, and Required Minimum Distribution information.

🎉 Happy New Year 🎉What are your goals for the new year? 💬Comment below; we would love to hear them!
01/01/2023

🎉 Happy New Year 🎉

What are your goals for the new year?

💬Comment below; we would love to hear them!

12/29/2022

2023 - A New Era of Investing?

After a tough 2022 for investors, 2023 faces new challenges.
In this video, Todd discusses the 2023 outlook. Watch for more insights!

We hope you are having and safe and warm Christmas! 🎄
12/25/2022

We hope you are having and safe and warm Christmas! 🎄

For 2023, the total contributions you make each year to all of your Traditional IRAs and Roth IRAs can't be more than:$6...
12/09/2022

For 2023, the total contributions you make each year to all of your Traditional IRAs and Roth IRAs can't be more than:$6,500 ($7,500 if you're age 50 or older), orIf less, your taxable compensation for the...

For 2023, the total contributions you make each year to all of your Traditional IRAs and Roth IRAs can't be more than:$6,500 ($7,500 if you're age 50 or older), orIf less, your taxable compensation for the...

Are you retiring from OPERS?  Completing the Retirement Application can be overwhelming.  Here are the TOP 3 decisions y...
12/02/2022

Are you retiring from OPERS? Completing the Retirement Application can be overwhelming. Here are the TOP 3 decisions you must get right when completing the retirement application.1) Retirement Date (RD)= first of the monthly FOLLOWING...

Here are the TOP 3 decisions you must get right when completing the retirement application.

Happy Thanksgiving - From our Family to Yours 🦃
11/24/2022

Happy Thanksgiving - From our Family to Yours 🦃

Address

778 Northwest Boulevard
Grandview Heights, OH

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 7pm
Thursday 8am - 5pm
Friday 8am - 5pm

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