With over 20 years of experience in the financial industry, customer service is a top priority.
Services offered:
- Review your investments, designing personalized portfolio appropriate to your needs
- Year-long periodic monitoring of your investments
- Recommendations regarding your 401k plan
- College Funding Strategies
- Comprehensive review of your tax return, highlighting opportunities for maximizing tax reduction strategies
- Analysis of your income needs now and in the future
- Reviewing your current estate plan and concerns
- Life, Disability and Long Term Care Insurance
- Newsletters to keep you apprised of the most current planning options
Whether you are a current valued client or a prospective client, chances are we have the information you are looking for! Call or email to schedule a face-to-face conversation today.
920-739-7757
kgustafson@osaicwealth.com