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Drive toward a secure financial future.

Don’t wait, reach out to us and get started.

No matter your age or situation, we can help you build a plan for life after work. We’ll help you determine how much to save and develop a personalized investment strategy.

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The average financial plan costs $1,900.*
Your cost: $0

There’s no cost for OOIDA members and their families. And without the conflicts that burden traditional advisors, we are free to give you advice that is in your best interests, period. No investment or insurance product sales. Just clear, actionable financial advice and guidance that enables you to live the lifestyle you want.

*College of Financial Planning 2018 Survey

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Our financial planners know their stuff.

“As your dedicated advisor, I can help you define your retirement needs and wants. Then, together we can create an action plan to help you make progress toward your goals. It’s my job to make complex financial issues easy to understand.”
Dan-Miller
Dan Miller, CFP®
Advisor
“Taxes and excessive fees can erode your investment returns over time. I can help you identify low-cost, yet sophisticated tax-savings strategies to keep more cash in your pocket and less in Uncle Sam’s. After all, it’s not how much you make, it’s how much you get to keep.”
Jon-Booze
Jon Booze, JD, CFP®
Advisor
“What happens if the market drops or you experience a sudden health issue? Sometimes unexpected events can derail the best-laid plans. I can help you test your plan to make sure you will be OK regardless of what life throws at you.”
Michele-Diesel
Michele Diesel, CFP®
Advisor

Whatever you’re saving for, we can help you get on the right road.

Change your financial future today.
safety-net

Safety Net

“I want to have an emergency fund.”

retirement

Retirement

“I’m planning for life after work.”

major-purchase

Major Purchase

“I want to save for something like a new house or new business.”

education

Education

“I’m saving for my child’s college expenses.”

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