The Retirement Specialists of Central Ohio      (& East TN)



1000 North 21st Street (side entrance) suite B
Newark, OH 43055


740-345-0055 or 865-977-4458



Our Qualifications

We have been working with individuals and businesses in the Mid West since 1989.

Each of our representatives has extensive personal and professional experience.

Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.