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Our Services

Financial Planning

Financial Planning

Specialized financial planning software that helps to identify your:

  • Needs
  • Wants
  • Wishes
<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Investments</span>

Investments

  • Managed Portfolios
  • Mutual Funds
  • Stocks and Bonds
  • Annuities
  • Tax Efficient Strategies
  • 529 College Savings Programs
  • Performance Reporting
<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Insurance</span>

Insurance

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Retirement Planning</span>

Retirement Planning

  • IRAs
  • 401K
  • Other Business Retirement Plans
  • Social Security Analysis
  • Income Distribution Planning
  • Estate Analysis
  • Charitable Donations

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@ocfg.net |  609-814-1100