Our Services

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

• Retirement Planning: Maximize employer plans and IRAs, estimate retirement needs, and manage assets to meet income goals.

• Tax Strategies: Identify ways to reduce taxes now and in the future; collaborate with accountants or refer tax pros.

• Estate Planning: Review wills, trusts, and beneficiaries; coordinate with legal/tax advisors to preserve wealth and reduce costs.

• Risk Management: Evaluate insurance coverage and financial accounts; suggest updates to align with your needs.

• Education Funding: Recommend strategies to invest and save for your children’s education.

• Investment Planning: Define asset allocation, assess risk tolerance, and suggest appropriate investment vehicles.

• Employee & Executive Benefits: Support businesses in attracting and retaining talent through strategic benefit packages.

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