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Simple Values in a Complex World

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Our Services

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At OSPREY FINANCIAL, we provide assistance in the following areas:

Investments

  • Asset Allocation Modeling
  • Monty Carlo Simulation
  • Portfolio Analysis
  • Common Stock
  • Mutual Funds
  • Corporate Bonds
  • Exchange Traded Funds
  • CD's
  • Government Securities
  • Commodities


Wealth Planning

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  • Retirement Plans
  • Risk Management
  • College Plans
  • Pension Planning
  • Estate Plans
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Small Business Strategic Planning


Insurance

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  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance


Tax Planning

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  • Individual and Family Tax Planning
  • Income, Gift and Estate Tax Planning

Contact Us

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