Services

How We Work

Our agency focuses on helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Annuities
Fixed Annuities
Deferred Annuities
Variable Annuities
Indexed Annuities
Income Annuities
Single Premium Immediate Annuity
IRAs
Traditional IRA
Roth IRA
Spousal IRA
Rollover IRA
Stretch IRA

Retirement

Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Preservation Plans
Money Purchasing Plans
Profit Sharing Plans

Insurance

Disability Insurance
- Individual Disability Income Insurance
- Employer-Provided Disability Income Insurance
Term Life Insurance
- an easy, affordable coverage set for typically 10 to 30 years.
Permanent Life Insurance
- Whole Life Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Survivorship Life Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

isaac.shepherd@oasecurities.com | 937-336-5065