Our Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We strive to educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Stocks & bonds
Advisory Accounts
Mutual Funds and Annuities
Simple, SEP, Traditional and Roth IRAs
529 college plans
Beneficiary & Transfer-on-Death (TOD) accounts
Managing Risk Tolerance and asset allocation

Financial Planning

How much do you need to save to retire comfortably?
Pension & PLOP Analysis
Social Security Planning
College Planning
OU Employee Alternative Retirement Plan (ARP) Education
Retirement Blueprint Program – Retiring soon? We walk you through the whole process.
Tax Efficiency Planning
Wealth Transfer Planning- strategies to provide a legacy to your heirs or charities
Hourly or Flat Fee Financial Planning

Risk Planning

Disability Insurance
Long Term Care Insurance
Term, Universal, and Whole Life Insurance

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.
rgarner@oucuinvestments.org | 740-597-2859