Financial Planning

At OS Insurance Services, we take your success personally. Dedicated to your needs and goals, we tailor-fit your finances to go with your plans. Communication is key; and we want you to know what we focus on when we make your plans.

People generally expect financial professionals to focus on the fiscal side of their clients’ retirement plans. Without a doubt, ensuring clients have adequate savings to continue living comfortably is extremely important, and OS Insurance Services aims to help clients attain this security. However, we aim to know you not only professionally, as a client, but on a personal level as well. As a starting point, here are a few important things that we make your plans around:


Your lifestyle and activities involve your finances, and we aim to make it easy for you to understand the financial needs to sustain your lifestyle and your future needs.


What did you enjoy most about your life’s work? Perhaps you could find a way to focus on that area in a new arena. Or is there something you have always wished you could do or a cause you’ve always wanted to become involved in? We want to know any visions you have for personal growth or things you would like to do to make a difference. 


It’s essential to let your financial professional know what you want to be remembered for. No one enjoys talking about death, but letting your financial professional know what charities or causes you want to benefit will ensure your estate will get distributed as you wish.

As a rule of thumb, you should remember communication is the most important aspect of retirement and estate planning. We want to hear about your needs and concerns in helping you plan your goals, and we do that by helping you understand your most difficult financial decisions. OS Insurance Services aims to be your choice in helping you make those hard choices.