The retirementmath you only getone shot at gettingright.
Work with experienced specialists who understand the opportunities and challenges of your financial future. We’re here to help you build confidence in your retirement.
- Registered
- Investment advisory firm
- Two offices
- Newark, OH · East TN
- Fiduciary
- Advice, not product sales
Decide once. Decide with numbers.
Survivor benefits, healthcare, inflation and taxes — modeled against your actual spending before you sign anything.
Who we serve
Plans with rules mostadvisors have never read.
OPERS
Ohio Public Employees
STRS
Teachers Retirement
FERS / CSRS
Federal employees
TSP
Thrift Savings members
USPS
Postal workers
AEP
Retirees & pension offers
Three conversations between here and your last day of work
Map the offer
We read your pension statement line by line and translate the options into plain numbers.
Stress-test the income
Survivor benefits, healthcare costs, inflation and taxes modeled against your real spending.
Decide once
You leave with a written plan for the withdrawal date, the payout election and what happens next.
Attention pension offer recipients.
Seven short reports covering the decisions that quietly cost retirees the most. Tell us which ones you want and we'll send them over.
Explore & Get Started
Calculators
Use our interactive calculators to explore your retirement readiness and financial options.
View CalculatorsRetirement Resources
Download free educational guides and reports to deepen your retirement knowledge and planning expertise.
View ResourcesCONTACT US
Start with a conversation, nota commitment.
974 North 21st Street, Suite C1 · Newark, OH 43055.
Tennessee office information available on request.