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The Retirement Specialists of Central Ohio      (& East TN)

974 North 21st Street, Suite C1
Newark, OH 43055

Phone:

740-345-0055

Fax:

865-381-1962

E-mail:

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Flipbooks

You can review interesting Flipbooks on my site.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

View Calculators

Flipbooks 2

You can review interesting Flipbooks on my site.

View Flipbooks

Contact Us 2

Please feel free to contact us with any questions.

Contact Us

Calculators 2

You can review interesting calculators on my site. 

View Calculators

Flipbooks 3

You can review interesting Flipbooks on my site.

View Flipbooks

Contact Us 3

Please feel free to contact us with any questions.

Contact Us

Calculators 3

You can review interesting calculators on my site.

View Calculators

Atten: Pension Offer Recipients, Got Questions? Request free report

OPERS, STRS, Municipal employees as well as Postal Workers, Federal Employees,CSRS, FERS and Thrift Savings plan members, and AEP Retiree's.

Retirement Reports:

  1. 11 Mistakes People Retiring Make
  2. What I need to know to maximize my pension.
  3. Investor Repair Kit
  4. Request an invite to our next event "9 Retirement Time Bombs to Avoid."
  5. Forgotten Veterans Benefits for Health Care Costs
  6. Beneficiary Checklist
  7. Retirement Income: How much can I withdraw for income?


We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Most important, we hope you see the value of working your plan to reach your personal milestones in life.

"Cessation of work is not accompanied by cessation of expenses".
Cato

Our site is set up to educate you about the basic concepts of financial management; to help you learn more about who we are. Ask us about our "Retirement Ready Report"

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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HOT TOPIC: What’s in the New Tax Legislation?

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Disability Income Insurance

How much Disability Income Insurance do you need?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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