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Resources
Your Health
Quality, affordable health insurance is central to not only your physical wellbeing but also to your financial wellbeing. We can help with customized health insurance recommendations suited to your needs and your budget.
You will receive personalized attention from a health insurance specialist who will provide answers to your questions about the health insurance puzzle.
WHAT
KIND OF MEDICARE OPTIONS DO YOU HAVE?
- Working after 65 – Is your health insurance at work or Medicare the best choice?
- Retiring at 65 – Which Medicare option is best for you?
- Retiring younger than 65 – You’ll still need health insurance. Do you know where to get the coverage that’s best for you?
Your Wealth
We design customized action plans to meet your unique needs, including financial planning, retirement readiness and individual investment solutions. We will review your goals and objectives on an ongoing basis to make sure you are on track and that our services are proactive.
Whether you have questions about your 401(k), IRA, brokerage account or other retirement and financial planning issues, our trusted advisors can provide advice tailored to your needs.
FINANCIAL PLANNING FOR RETIREMENT
- Are you financially prepared?
- Social Security – when should you
start collecting? - Do you have a plan or are you
leaving it to chance?
Investment advice is offered through Oswald Financial, Inc., and Oswald Financial Wealth Management, Registered Investment Advisor. Oswald Financial, Inc. is independent and has complete flexibility in choosing investment products that best suit our clients’ needs. Our independence allows us to focus solely on servicing our clients and always acting with our clients best interests in mind.
Securities are offered through LPL Financial, member FINRA/SIPC. Oswald Financial, Inc. and Oswald Financial Wealth Management are separate entities from LPL Financial.
