Services
Services
To help people work towards their goals, we create comprehensive, written financial plans. We provide:

Comprehensive Wealth Planning
Financial Planning
Investment Planning and Management
Tax Planning
Estate Planning
Small Business Planning
Executive Compensation
Charitable Giving

Financial Planning
Accumulation Planning
Retirement Income Distribution Planning
Risk Management
Asset Allocation
Higher Education Funding

Estate Planning
Document Review
Wills and Trust Planning
Asset Titling/ Ownership Review
Wealth Transfer Planning
Legacy Planning

Asset Management Services
Fee Based Asset Management
Brokerage Services
CDs
Stocks/Bonds/Mutual Fund

Insurance Services
Life Insurance
Long Term Care
Income Protection
Learn more about the team’s investment philosophy.
Representatives of Securities America Inc. do not offer legal or tax advice.
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.
stephan@oster-fischer.com | amanda@oster-fischer.com
(770) 753-9880