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Our Services

Our Investment Process

How We Work With You


1. Organization

We meet with each client to define personal goals and objectives, as well as collect & organize all necessary personal investment data. Transparency during this step is essential to create an accurate outline for a full financial analysis.

2. Analysis

The information gathered in the first step will be assessed using a variety of tools and methodologies. The result is a complete personal financial analysis: a printed document that can serve as a reference guide for a client and his/her family.

3. Guidance

We present the personal financial analysis and guide the client through sound investment options based on his or her financial circumstance along with steps to implement the plan.

4. Empowerment

Our team will schedule reviews on a regular basis to make sure we are following a path to success. We discuss the investments and any current or upcoming life events to ensure the financial plan stays in line with current goals and objectives. This helps empower clients to make needed adjustments based on changes to financial status and other needs.

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Growing
Your Wealth

Oppenheimer Financial Advisors help you develop a financial plan that can meet your needs today and prepare for changes in the future.

Oppenheimer Financial Advisors help you develop a financial plan that can meet your needs today and prepare for changes in the future.

planning

Planning for
Retirement

Retirement is one of the biggest life events you can plan for. We're here to help.

Retirement is one of the biggest life events you can plan for. We're here to help.

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Transitioning
Your Wealth

After years of working hard to build and maintain your wealth, it's time to consider what's next.

After years of working hard to build and maintain your wealth, it's time to consider what's next.

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Protecting
Your Assets

We know you have worked hard to grow your wealth. Take the right measures to help preserve it.

We know you have worked hard to grow your wealth. Take the right measures to help preserve it.