Services

Financial Planning

Would you like to be in complete control of your finances? We help our clients develop budgets, savings plans, investment strategies and protection strategies. Our clients have the ability to monitor all financial accounts on one consolidated website. With all of your information in one location, OFS can work with you to create an overall financial strategy to help you reach your financial goals.

Investment Management

OFS is able to take advantage of several industry leading asset management platforms utilizing a wide array of investments including stocks, bonds, mutual funds and ETFs. We customize each client’s account based on their unique goals, risk concerns, tax status and long-term needs.

Life, Disability and Long-Term Care Insurance

OFS’s advisors are independent and able to represent dozens of different insurance companies to help find the very best insurance solutions for our clients. We excel in obtaining insurance for clients with medical issues through the use of our unique in-house underwriting division including four former Vice Presidents of Underwriting from major insurance carriers, a licensed physician, a former insurance company Medical Director, and a senior staff of case managers.

Annuities

As with other insurance products, OFS is able to represent dozens of different annuity companies. With the rapid pace of change in the annuity marketplace, we believe this gives us the best access to features that meet our clients’ needs.

Employee Benefits

OFS provides business owners with a wide array of benefits including Health Care Consulting, Group Life, Group Disability, Group Long Term Care, Pensions & 401(k)s, Buy-Sell Agreements, Key Man Protection and other non-qualified options.