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No matter your needs or goals—retirement, wealth accumulation or estate planning—our Financial Consultants can get you started on the right track. 

Our Osaic Financial Consultants focus on understanding your goals, time horizon and risk tolerance, and then build an asset allocation* strategy and investment plan tailored to you.

It’s your money and we want to make sure it works its hardest for you. Here’s what you can expect:

  • Free initial consultation and an ongoing, personal relationship with one of our Osaic Financial Consultants
  • A personalized financial plan just for you
  • Help managing your portfolio and making buy, sell and hold decisions
  • A broad product diversification to help manage risk and pursue growth



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans *

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

*Asset allocation does not ensure a profit or protect against a loss.

* We do not provide legal services and investors are advised to consult their legal professional for their particular situation