Executive Benefits

At Oswald Financial, Inc. (OFI) Retirement Planning Services we specialize in the design, implementation and ongoing management of qualified and non-qualified retirement plans to fulfill a specific set of objectives set by our clients.

We are different than many retirement planning consultants because we are not captive to any service provider. This enables to research the entire plan provider universe to bring you the one provider that is best positioned to meet your specific needs. Our comprehensive financial retirement planning services include:

  • Benchmarking of Retirement Plans
  • Vendor Selection
  • Investment Policy Development
  • Asset Allocation Modeling
  • Investment Monitoring (Performance Measurement & Evaluation)
  • Manager Research and Selection
  • Qualified and Non-Qualified Plan Consulting
  • Employee Education Assistance

We also specialize in personal money management and financial planning, working closely with individuals to help them define and attain their personal financial goals. Our affiliation with the respected broker dealer, Girard Securities, Inc., 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:

  • Mutual Funds
  • Life Insurance
  • CD’s
  • Fixed Annuities
  • Variable Annuities
  • Separately Managed Accounts
  • Advisory Services (Fee Based Portfolios)

Securities and investment advisory services offered through Girard Securities, Inc.,
a Registered Broker/Dealer, member NASD/SIPC and a Registered Investment Advisor.

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:

  • 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

Products:

  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Fixed Annuities
  • Variable Annuities
  • Policy Audit Services