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What We Do

Tailored Services - Sound Financial Practices & Retirement Strategies

Please take the time to explore our website and the wealth of information that we offer to determine if our personalized, hands-on service may be a good fit for you. We take pride in educating our clients about financial concepts and products, and we also take the mystery out of investing, insurance, estate conservation, and growing and preserving wealth.

 

More than ever, the world of money and retirement today can prove challenging. Our holistic focus on financial health and well-being blends the functional tasks of taking care of your resources with ensuring that you build a joyful life of freedom, peace, and choice.


Often success isn't achieved by making one big decision or move.  It's making the daily, weekly, annual decisions with clarity, confidence and efficiency.  We want to join your journey and help you make the best decisions with you.  

Our Approach

Our integrated  approach is likely not one you’ve experienced in the past. Utilizing our financial experience, expertise and resources, with our comprehensive processes we provide and ongoing strategic client relationship rooted in results. We realize you may already have an established relationship with an insurance or financial professional and we are eager to show you how we can add to your current wealth strategy.

Our focus

Some areas of strategic review:

  • Retirement Savings 

  • Retirement Distribution

  • Legacy Strategy

  • Medicare 

  • Estate Planning*

  • Risk Management

  • Business Financial Strategies

*Estate Planning services provided in conjunction with your licensed legal advisor.

How we do it

More specifically, these strategies may involve:

  • Insurance

  • Investments

  • Annuities

  • Group Benefits

Consulting

What if there were areas of your financial life you were losing money unknowingly, and unnecessarily?  When would you want to find out about it? When do you want to start recapturing that money and putting it back to work for you?  Ask us how.

Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.

 

Securities and Investment advisory offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Please see website for full disclosures.

Check the background of this investment professional on FINRA’s BrokerCheck.

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