Pursue your financial vision.
As your financial professionals, we’ll advise you on how to pursue your vision and help you maintain a disciplined approach to managing your goals.
Why work with us?
1. You want your plan to reflect all areas of your life and financial situation.
You may want to switch to Ostrofe Financial Consultants, Inc. if you discuss only "investments" during your reviews with your current advisor. We want you to receive guidance on the rest of the important financial issues in your life such as retirement planning, estate planning, tax planning, children’s educational planning, long-term care planning, business plan reviews, real estate reviews, and second opinions of family financial ventures.
2. You know delegating to an expert is part of wise allocation of your own time.
We can help you if you would like to have financial experts assist you with your investments and other financial decisions that arise in your life so that you can put your focus on other priorities. Ostrofe Financial Consultants, Inc. was founded with the goal of providing the most personalized service available, thus earning a reputation for excellence in our industry. We want you to achieve financial stability, enjoy financial independence, and reach your personal vision.
Gain clarity.
We believe that understanding your financial situation is vital to making prudent financial decisions. We pride ourselves in both the education of our clients, and being educated by our clients every single day!
Your situation is unique.
Each client’s financial plan and investment portfolio allocation is different based on their unique situation. We match portfolios to our clients' experience, knowledge, and stated risk tolerance. Each confidential relationship with a client, whether individual, small business, trust, or corporation, is unique and requires ongoing management.
Care for your legacy.
We are experts in generational planning—we work with many clients’ entire families, through multiple generations!
Receive comprehensive guidance.
We look at the whole picture, not just the accounts we help manage.
Our approach takes every financial facet of a client’s life into account. This includes investments, insurance, retirement, real estate decisions, education, taxes, and other financial issues that arise.
We will meet with you (phone or in person) at least once a year (or more frequently if you wish), to track your entire financial position (i.e. not just investments we manage). Reviewing your entire financial situation helps us provide meaningful, and comprehensive advice.
Let’s meet!
There are never charges/fees until you become a client. The average client has been with us 15+ years, and many 25 years or more! Our clients are spread throughout the country.
Clients are never pressured with sales pitches or given undue time constraints to make decisions. We only require that clients put the same effort into communicating with us, as we do for them. We really look forward to personally meeting you, and we invite your trust and confidence.