Risk Management

Risk Management

Any goal or dream worth working for is worth protecting.

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.

We are equipped and ready to serve a variety of clients to help meet their goals.

Our Services

Individuals &


A good holistic financial plan must consider protection.

It can go beyond just protecting income from unfortunate life events.

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

For most of us, our biggest asset is our ability to work.
Our families goals and dreams depend on the full income we are capable of earning. It is an easy step to protect this income from a disability or even death.
Spending some time making sure you know how much protection to buy will allow you the peace of mind that your family will have the means to realize their goals even in the face of unfortunate events.
A Good Holistic Financial Plan Will Evaluate How To Take Risk Off The Table.
As your assets begin to grow, protecting your income becomes less of a need. However, protection conversations do not end there. Protecting your assets to make sure they get to their intended legacy is critical. Understanding how to protect against unnecessary estate taxes is also an important protection conversation.

Learn more about how to protect your assets.