Our Services
For more than thirty years, Ostrofe Financial Consultants, Inc. has provided a diversity of professional services in the areas of investment, tax, retirement, pension, estate, educational funds and insurance planning. We provide guidance in the following areas.
Financial Planning
Retirement planning, tax planning, 401(k), 403(b), estate planning, paying for college, money management, money purchasing plans, profit sharing plans
Investments
Bonds, common stock, educational IRA, 529 Plan, mutual funds, brokerage accounts, traditional IRA, Roth IRA, SEP IRA, Simple IRA, government securities, variable annuities, and managed accounts
Insurance
Disability income, life insurance, Long Term Care
Tax Planning
How can you achieve tax efficiency as you plan your savings, retirement, investment, home-ownership, and more?
We look forward to meeting with you!
Reach out to us about any of the services above for a free initial consultation.