At Oster & Fischer, LLC we work primarily with individuals, families, and small business owners. Many of our clients hold upper level management positions at Fortune 500 companies and we have specific knowledge and years of expertise with employees of The Coca Cola Company and Southern Company in the areas of employee benefits, retirement plans and executive compensation (Stock Options, Performance Shares and Deferred Compensation plans). Having successfully transitioned dozens of folks from corporate life to retirement we have the experience to make this transition as easy and seamless as possible.
Typically, we begin our relationship prior to retirement so we can form a good working relationship to guide them thru one of the biggest transitions in life and allow them to enjoy the lifestyle they have worked so hard to attain. We establish a personalized retirement income strategy, incorporating tax reduction techniques in an effort to maximize a lifetime of hard work and give them the ability to focus on what they enjoy most in life instead of worrying about their finances.
We develop a personalized Financial Plan for all clients on a flat fee basis so we can give them a full and accurate view of their goals and objectives without any perception of pressure to invest with us as part and parcel to working with us. Most of our clients are pre-retirees or retirees with investable assets in excess of $3,000,000 but our minimum for investment management is $1,500,000.