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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.

View Flipbooks

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"

Consider Munis for Tax-Free Income

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

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Savings Accumulation

Estimate the future value of your current savings.

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