(907) 764-8889

Guiding you on whichever path you choose.

 
 
 

Service List

Investment Management

  • Goals and objectives review net worth analysis
  • Cash flow and budget review custom analysis of risk tolerance
  • Portfolio Management:  Initial Financial Plan; Investment Management Agreement; Asset Allocation Review; Tax and Cost-basis Reporting
  • Consolidated Online Account Access 
 

Financial Planning

Includes all Investment Management Services Plus the following:

  • Annual Financial Plan
  • Estate Planning Strategies
  • Distribution Strategies
  • Tax Reduction Strategies
  • Comprehensive Insurance Planning
  • Education Funding Planning
  • Business Balance Sheet Review & Analysis 
 

Complete Wealth Mgmt.

Includes all Investment Management and Financial Planning Services Plus the following:

  • Customized Personal Portfolio
  • Comprehensive Financial Plan
  • Trust Integration
  • Wealth Conservation
  • Charitable Giving Tax-Optimized Investing
  • Executive Compensation Planning:  Deferred Compensation; Stock Options; Concentrated Portfolios
  • Business Financial Planning 
 

Securities and investment advisory services offered through Osaic FS, Inc., member FINRA/SIPC. Osaic FS is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FS

Osaic FS, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

See Osaic FS’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FS’s Forms ADV, Part 2A, which describe Osaic FSs investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FS’s broker-dealer services, and other client disclosure documents can be found here

LFS-6834088-072624

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