Tel: 614-384-0322
“Large streams from little fountains flow, Tall oaks from little acorns grow. “
David Everett's Caleb Bingham - Columbian Orator, circa 1795
About Us: Meet The Team
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At Oak Tree Retirement Concepts LLC, a Division of Ripple Effect Investment Strategies, LLC we work with individuals and families to plan for their future needs.
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Whether for family coverage, college planning, retirement, or passing on to your beneficiaries for future security.
We can provide you with detailed, step by step processes, to help you reach you goals. In presenting these various scenarios, you are given multiple options based on your personal elections and lifestyle choices.
From young investors to those looking toward their retirement years, we can help to reduce some of the confusion with the when, how and why of Financial Planning. From Social Security benefits, pension payouts and retirement investment elections available in todays ever changing risk factors in these times of not knowing which way to go, to the basic needs of securing your hard earned investments
TIMOTHY H COOPER, IAR, Ripple Effect Investment Strategies, LLC
Tim Cooper is a 37 year veteran to the Financial Planning Industry. The founding member of Ripple Effect Investment Strategies, LLC, an Independent Advisor Representative with the State of Ohio Department of Commerce Division of Securities and FINRA. Having authored the book “IRA MISTAKES, 101”, he has been invited by various groups across the nation, to speak with individuals and other agents about the how to apply new software techniques in creating personalized financial reviews for their client's’ in securing their financial goals.
A father of two and grandfather of seven, he enjoys time with his family and applies that endeavor to his clients
PAMELA M ELLIOTT, FRC , RSSA
Pamela Elliott has been involved with the financial industry for more than 20 years.
Working with individuals to meet their with their retirement goals.
Being certified as a Registered Social Security Analysis (RSSA) and the Federal
Retirement Consultant (FRC), she is working towards helping others learn the best options available to prepare them for their retirement years, as well as providing for their beneficiaries. As an Executive Member of the National Society of Tax Professionals, she is knowledgeable of the new and ever changing tax laws and requirements for doing tax filings and assessments to help individuals in making sure they are receiving all of their allowable deductions and credits when preparing their annual tax requirements.
A mother of two and grandmother of six, her personal goals are very much the same as everyone else: Protect what you worked for to maintain a lifestyle, way into the GOLDEN years and provide for your family.
