Services
How We Work
Our firm's main focus is in helping individuals develop sensible financial planning strategies. As a unique individual, your financial plan should address your unique situation. We listen to you and strive to understand your concerns and relate to your experiences. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Signature Financial Plan $2,500
A signature wealth plan is for someone who is already retired and are concerned that their portolfio needs a second opinion, or someone who is taking a serious look at when they might retire.
Includes written recommendations, retirement and cash flow projections, social security maximization, Roth IRA conversion opportunities, 2-year tax planning, current portfolio review, asset allocation plan, and proposed portfolio.
Premier Financial Plan $1,750
A detailed financial planning engagement intended for those in the beginning stages of wanting a second set of eyes on their finances and wondering if they are on track to meet their goals successfully. Intended for someone going through a career change, starting a family, or a high income earner.
Includes written recommendations, and cash flow projections, current portfolio review, asset allocation plan, and proposed portfolio
Foundational Financial Plan $1,000
A single meeting that focuses on one or two financial issues. Followed by a short summary of recommendations sent to you after the meeting. This is not a detailed financial review and will not result in an extensive financial plan. Most appropriate for clients with fairly simple financial circumstances.
Appropriate topics for discussion include: 401(k) investment choices, college savings strategies, and basic retirement forecasting.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
atzwolak@osaicwealth.com | (727) 849-6202