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
“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.”
“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.”
“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.”
“I want to have an emergency fund.”
“I’m planning for life after work.”
“I want to save for something like a new house or new business.”
“I’m saving for my child’s college expenses.”
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