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.

Set My Family Up For Success

I’m a young professional, looking to start expanding and growing my wealth for future success.

Pursue Success and Goals

I want to protect my acquired wealth and make it work for me to continue growing my assets.

Prepare for Retirement

Retirement is approaching and I want to make sure my family has the income we’ll need during retirement.

Make the Most of Retirement

I’m retired and want to protect my legacy (and make sure I don’t run out of money anytime soon).

Set My Family Up For Success

I’m a young professional, looking to start expanding and growing my wealth for future success.

Pursue Success and Goals

I want to protect my acquired wealth and make it work for me to continue growing my assets.

Prepare for Retirement

Retirement is approaching and I want to make sure my family has the income we’ll need during retirement.

Make the Most of Retirement

I’m retired and want to protect my legacy (and make sure I don’t run out of money anytime soon).

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.

Th Top 10 Things to Consider When Preparing For Your Retirement Guide

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.

Patti P.

“We love this office. Everyone is so knowledgeable and helpful. If we have a question it is answered quickly and professionally.”

Anthony S.

“Bryan is awesome… he takes the time to explain what a person really needs to retire and live a stress-free life. By far the best agent in town.”

Annette C.

“I don’t like to talk money, but Bryan can explain things so that I feel confident about the plans I’m making for my future.”

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

Patti P.

“We love this office. Everyone is so knowledgeable and helpful. If we have a question it is answered quickly and professionally.”

Anthony S.

“Bryan is awesome… he takes the time to explain what a person really needs to retire and live a stress-free life. By far the best agent in town.”

Annette C.

“I don’t like to talk money, but Bryan can explain things so that I feel confident about the plans I’m making for my future.”

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

Who’s Paying Higher Prices?

Who’s Paying Higher Prices?

You may have noticed higher prices on the things you buy regularly, like groceries and gas. However, many consumers may not realize that economic factors such as backed-up supply chains, extreme weather events, labor shortages/higher wages, and higher demand are not currently reflected in many consumer prices.

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Who’s Paying Higher Prices?

How to Evaluate a Stock

There are moments in history when people have claimed investment choices don’t matter because if the market is up across the board, you cannot fail. That is not true. In fact, that should never be guiding financial advice. However, there is no doubt that the market has been up for many years — notwithstanding the market correction in March 2020, early in the pandemic. For 2021, year to date, the S&P 500 has climbed more than 20%, double the historical average return of about 10%.

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