It does not matter if you are a family looking to protect against a loss of income due to a disability or a premature death or a business looking to protect a key employee, we will have a solution to make sure your loved ones or business can stay on course.
OSC is qualified to offer sophisticated estate tax planning strategies, deferred compensation, and other client retention programs.
A good holistic financial plan must consider protection.
Protecting Families & Income
Protecting Assets From Uncle Sam
Protecting Key Workers & Business Owners
Attracting & Keeping Key Workers Through Deferred Compensation
Creating Larger Retirement Plans For Key Workers & Owners
Take Advantage of Bigger Contributions
Learn more about how to protect your assets.
A short snooze can help get you through a tough
Knowledge is Retirement Power It’s important to review your tolerance
As you may know, the Roth IRA vs. traditional IRA