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The Retirement Specialists of Central Ohio      (& East TN)

1000 North 21st Street (side entrance) suite B
Newark, OH 43055
Phone:
  • 740-345-0055 or 865-977-4458
Fax:
  • 865-381-1962

Contact Us

Please feel free to contact us with any questions.

Contact Us

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Videos

We have interesting videos for you to watch on my site.

View Videos

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

 Attention CCR and Coca-Cola Special Pension Offer recipients, learn the 4 biggest errors to avoid. Request your free report today.

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

 

 Tennessee Office Information Click Here

 

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?

   Request your free reports today, click here to send us request


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"