Executive Benefits
We also specialize in personal money management and financial planning – working closely with individuals to help them define and attain their personal financial goals. An affiliation with respected broker/dealer, NRP Financial, gives us complete independence in accessing a diverse portfolio of world-class financial service providers for our clients. Some of the products we use in meeting the financial needs of our clients include:
Financial products used
- Mutual funds
- Life insurance
- CDs
- Fixed annuities
- Variable annuities
- Separately managed accounts
- Advisory services (fee-based portfolios)
Securities offered through NRP Financial, Inc., Member FINRA/SIPC. Advisory services provided by NRP Advisors, Inc
The Oswald Companies Life team at Oswald Financial, Inc. focuses on protection, savings and long-term growth to enhance our clients’ financial planning strategy. We offer an extensive assortment of savings and executive compensation solutions to safeguard business and personal interests. Our advisors provide expert guidance through insurance auditing, estate planning and succession planning, tax management, employee benefits and long term care planning. Some of the key strategies and products include:
Strategies employed
- Wealth management
- Key person life insurance
- Charitable giving
- Corporate succession planning
- Buy-sell plans
- Executive bonus plans
- Deferred compensation plans
- Executive group carve-out plans
Featured products
- Life insurance
- Long-term care insurance
- Disability insurance
- Fixed annuities
- Variable annuities
- Policy audit services