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
We Are Your
Family
We don’t think of you as a number, but as a face, a story, and as a member of our family. Our #1 goal is to help you achieve financial success.
Coach
We’re not just financial advisors. We’re here to coach you through the most important parts of your life so nothing keeps you from your goals.
Advocate
We don’t just create a roadmap – we help you get there. We identify and communicate what should take priority and guide you each step of the way.
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).
Latest Insights
How Legal Settlements and Fees Are Taxed
Let’s say you are involved in a serious auto accident. You may sue the other driver to pay for damages not covered by the insurance companies. Perhaps you even receive a large settlement. Are you on the hook for taxes on that lawsuit payout? It depends. According to the IRS, monies received for personal injuries or illness are exempt from income taxes. If you receive a settlement for mental and emotional distress, that may also be tax exempt if it is directly related to a physical injury or illness.
Balancing “Real Life” With Caregiving
During 2020, more than 65 million American women provided unpaid care for their children, family members, and elderly relatives. It’s easy to imagine that many of them likely juggled caring for a combination of these types of dependents. If you’ve ever provided ongoing caregiving duties for a parent, partner, child, sibling or someone else, you may recognize common feelings of being overwhelmed, exhausted, out of your depth and even somewhat resentful — and then feeling guilty.