Guiding You To Your Financial Freedom
Financial Freedom is more than just money. It’s confidence in your financial future. The journey to your destination: financial success starts here.
Prepare
for your future
Enjoy
living freely
Leave
a legacy
How Can We Help?
At Oswald Financial Group, our goal is to help you reach your goals and achieve financial success, whether you’re just getting started, preparing for retirement, or well into your golden years. We are here to help you navigate to your destination: financial success.
Get to know Oswald Financial Group
Who We Are
We can help you achieve success
What we do
Tax-Efficient Strategies
We work to create the best plan to help you save on taxes in the long term. This structure allows you to utilize alternative methods to make your money work smarter not harder.
Legacy Strategies
It’s important that your hard-earned assets go to your loved ones. We can help you create a plan that takes this into account and ensures your assets are passed on to your family.
Retirement Strategies
Planning for retirement can be overwhelming. We’re here to help you avoid your own retirement crisis by setting up a comprehensive plan that will allow you to have the retirement you deserve.
Insurance Strategies
Protect you and your family’s future. We help you create a plan that ensures if something unexpended happens your family will have the funds to get through any difficult and trying times.
Top 10 Retirement Actions
Preparing for retirement income may seem like a daunting task, but we have some good news! We can help you get a handle on preparing for your financial future with our list of the top 10 things you should do to prepare for retirement.
Three steps to
Unleashing Your Success
01.
Discover Your Future
From the moment you schedule a meeting, we go to work for you. It is important for you and us to get to know one another so we can help you achieve the best possible results that fit your needs.
02.
Evaluate Your Needs
Whether you are determining your vision for the future, looking to protect the ones you care about, or planning to retire soon, we will help you discover where your life and financial goals intersect.
03.
Plan Your Destination
After understanding every financial and non-financial asset in your life, we create a personalized plan that will serve as the road map towards your financial goals allowing you to achieve financial success.
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Helping your family achieve success
What Our Clients Have to Say
Testimonials have been provided by current clients of Oswald Financial Group.
Unless otherwise noted, clients receive nominal gifts and entertainment for contributing their statement(s).
Helping your family achieve success
What Our Clients Have to Say
“
Testimonials have been provided by current clients of Oswald Financial Group.
Unless otherwise noted, clients receive nominal gifts and entertainment for contributing their statement(s).
Testimonials have been provided by current clients of Oswald Financial Group. Unless otherwise noted, clients receive nominal gifts and entertainment for contributing their statement(s).
Upcoming Events
17
APR
Supper & Success
6:30 PM CST | Client Series
Our way of welcoming new clients into the family. It’s an evening of good food, great company, and even better conversations. You’ll have the chance to meet other new clients, ask any burning financial questions, and get to know our team in a relaxed, no-pressure setting.
24
APR
Smart Retirement Tax
6:30 PM CST | Dinner Series
Are you unknowingly giving the IRS a retirement bonus? Join us for a deep dive into tax planning strategies designed to help retirees keep more of their hard-earned money. We’ll break down key tax law changes, explore smart moves for IRAs and 401(k)s, and discuss whether now is the perfect time for a ROTH conversion. If you like saving money (and who doesn’t?), this is one event you won’t want to miss!
08
MAY
Retire & Inspire
6:30 PM CST | Client Series
Retire & Inspire is all about sharing financial success! Bring a friend and join us for a fun, insightful event where you’ll both learn smart strategies to make the most of retirement. Because great friends help each other thrive—today and in the future!