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Financial Planning

It's never too early or too late to start an investment plan - Let's get started today.

Retirement

Focus on a well thought out strategy so that you can enjoy the fruits of your labor.

Family

Leave a living legacy from one generation to the next.

Our Commitment

Our company is built on a solid foundation of excellent client service and in-depth market knowledge.

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Our Mission

Through regular meetings and a flexible yet disciplined process, together we can chart the path toward your dreams.

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Our Services

Osprey Financial offers a wide range of services to help you address your financial goals both now and in the future.

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Welcome to OSPREY FINANCIAL

Simple Values in a Complex World

We encourage you to explore our site and learn more about the services we provide to assist you on your journey to financial freedom. Should you have any questions or if you would like more information on our firm please feel free to contact us. We look forward to hearing from you.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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