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Services

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

<b>Comprehensive Wealth Planning</b>

Comprehensive Wealth Planning

Financial Planning

Investment Planning and Management

Tax Planning

Estate Planning

Small Business Planning

Executive Compensation

Charitable Giving

<strong>Financial Planning</strong>

Financial Planning

Accumulation Planning

Retirement Income Distribution Planning

Risk Management

Asset Allocation

Higher Education Funding

<b>Estate Planning</b>

Estate Planning

Document Review

Wills and Trust Planning

Asset Titling/ Ownership Review

Wealth Transfer Planning

Legacy Planning

<b>Asset Management Services</b>

Asset Management Services

Fee Based Asset Management

Brokerage Services

CDs

Stocks/Bonds/Mutual Fund

<b>Insurance Services</b>

Insurance Services

Life Insurance

Long Term Care

Income Protection

Contact Us

Contact Us

Give us a call or send us an email to
Get Started.  

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