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Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient; any review, copying, distribution or use of this transmission is strictly prohibited. .See Osaic Wealth's Form CRS Customer Relationship Summary, for succinct information about the relationships and services Osaic Wealth offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic Wealth's Forms ADV, Part 2A, which describe Osaic Wealth's investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic Wealth's broker-dealer services, and other client disclosure documents can be found here. LFS-6844289-073024

Our Services

Comprehensive financial services designed to help you achieve your goals and secure your future

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401(k) Planning & Management

Comprehensive retirement planning services to maximize your 401(k) benefits and secure your future.

  • 401(k) plan analysis and optimization

  • Contribution strategy planning

  • Investment selection guidance

  • Rollover and transfer assistance

  • Employer plan consultation

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Investment Management

Professional portfolio management designed to grow and protect your wealth through strategic investing.

  • Personalized investment strategies

  • Portfolio diversification

  • Risk assessment and management

  • Regular performance monitoring

  • Tax-efficient investing

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Life Insurance Solutions

Comprehensive life insurance planning to protect your family's financial security and future.

  • Term and permanent life insurance

  • Needs analysis and coverage planning

  • Policy review and optimization

  • Business insurance solutions

  • Estate planning integration

Additional Services

We offer a full range of financial services to meet all your needs

Retirement Planning

Strategic planning to ensure a comfortable and secure retirement.

Financial Planning

Comprehensive financial plans tailored to your goals and circumstances.

Estate Planning

Preserve and transfer your wealth according to your wishes.

Frequently Asked Questions

  • The first step is to schedule a consultation where we'll discuss your goals, current financial situation, and create a personalized plan.

  • Our fee structure varies based on the services you need. We'll provide complete transparency about all costs during your initial consultation.

  • We recommend reviewing your portfolio at least annually, or whenever you experience major life changes that might affect your financial goals.

  • Yes, we believe everyone deserves quality financial advice. We work with clients across various income levels and financial situations.

Have more questions?

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