Financial Planning/Wealth Management

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When it comes to Financial Planning and managing investments I take a collaborative approach. As a Certified Financial Planner® I act as your financial team’s quarterback. I work with your CPA, insurance broker, banker or stock broker to ensure you understand all the dynamics that can or will affect all your financial decisions. I strive to not only build your wealth but work to ensure you maintain it. I will always act in your best interest.

The process I follow in completing a total financial strategy consists of:

  • Helping to create a clear understanding of your financial goals

  • I make a careful assessment of your risk tolerance when it comes to investments.

  • Developing a well-defined roadmap for achieving those goals

  • I work to maintain communication with clients through semi-annual reviews.

  • Continuing ongoing advice to help adjust your roadmap when your needs change

Connect with Oscar Now for a Complimentary Consultation