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The Retirement Specialists of Central Ohio      (& East TN)

1000 North 21st Street (front entrance) Suite A1
Newark, OH 43055

Phone:

740-345-0055 or 865-977-4458

Fax:

865-381-1962

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

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

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

The Retirement Specialists of Central Ohio logo

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?

   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"

Offers tips to couples with opposite financial styles for finding balance.

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

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Explains benefits of employee-stock ownership plans for succession planning.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

How much would your monthly lease payment be?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

How much do you need to save each year to meet your long-term financial goals?

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