Financial Services

You deserve to have a financial strategy in place that is as unique as you are. We offer a wide variety of financial services that will help you and your loved ones feel comfortable in your financial future. Let us help you navigate the bumpy waters of the financial world so you can start your journey to your destination: financial success.

Tax Strategies

Taxes impact every aspect of your financial life. That’s why we are here to put together a plan that will mitigate your tax burden and decrease your tax liabilities.

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Efficiency strategies

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Assess current holdings

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Account conversions

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Proactive planning

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Reduce tax burden

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Leverage qualified money

Oswald Financial Group Tax Planning
Oswald Financial Group Retirement Planning

Retirement Strategies

People think of retirement in abstract terms – far away, undefined, difficult to envision. That’s why we can help you create a custom plan that will help you achieve the retirement of your dreams.

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Cash flow analysis

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Income annuities

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Inflation plan

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Longevity protection

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Future pension strategies

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Retirement budget

Legacy Strategies

It’s important to ensure your hard-earned assets go to your loved ones. That’s why we are here to create a strategy that takes this into account and helps you prepare for your loved ones’ futures.

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Estate Strategies

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Tax-efficient strategies

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Asset protection

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Charitable giving

Oswald Financial Group Legacy Planning
Oswald Financial Group Insurance Planning

Insurance Strategies

Investing should be easy – just buy low and sell high – but most people have trouble following that simple plan. There are principles that go into an investment portfolio that reflect your risk tolerance, timetable, and goals. We are here to help you identify your needs and create a personalized strategy.

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Term, UL, and IUL insurance

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Long-term care strategies

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Medicare insurance

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Health insurance

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Supplemental plans

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Dental and vision insurance

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