Our Services

We serve individuals and businesses in all areas of financial management, including:

Retirement planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire with confidence. Managing assets before and during retirement to plan for hitting the income goals you lay out.

Tax strategies
Looking for ways to help reduce your current and future tax burden.  This may mean for example something like, tax free municipal bonds, tax deferred or tax sheltered accounts, working with your accountant and/or referring you to qualified tax professionals.

Estate planning strategies
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Making doubly sure that your assets and accounts are registered properly by helping with your beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk management
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policies for your situation. Reviewing existing financial accounts and making recommendations where necessary.

Education funding
Recommending investment and accumulation strategies to help you pay for your children's education.

Investment Planning
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue and hopefully exceed your goals.

Employee and executive benefits
Helping your business attract and retain qualified employees through benefit packages.


Representatives of Osiac Wealth, Inc., do not provide tax and legal advice.  Please consult your tax advisor or attorney for such guidance.