Financial PlanOFA will work with you to develop a one-time financial plan. Upon receipt of the plan, the responsibility for it's execution would be yours.
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Ongoing Financial PlanningOFA would partner with you to develop an initial plan and oversee it's implementation. In addition, OFA would act as your ongoing resource for all financial questions and issues, including providing guidance on investments.
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Investment ManagementOFA will actively manage your investment portfolio, placing trades and rebalancing as needed. For clients with $200,000+ invested with us, a complimentary financial plan will be included, as well as ongoing financial guidance.
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