The Retirement Specialists of Central Ohio      (& East TN)

CONNECT

Address:

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

Phone:

740-345-0055 or 865-977-4458

Fax/Other:

865-381-1962

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 

  • Tax strategies and management     Rocky Creek Bridge
  • Investment management
  • Retirement income strategies 
  • Estate conservation