Financial Planning and Investment Management Services
Reflecting our sometimes complex financial lives, the investment advisory business has evolved from a traditional money management service to a broad array of offerings. These may include financial planning, estate planning, tax considerations related to investments, family budgeting, investment management and more. Oftentimes, this is rolled under the umbrella of 'Wealth Management.' OFA focuses our individual offerings on investment management (both personal and institutional) and financial planning.
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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Contact us today to schedule a complimentary meeting where we can discuss your situation and goals.
All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment strategy or plan will be successful.