Are You Ready to Retire ?
Are You Ready to Build Your Bucket List ?
Are You Ready to Start a Retirement Conversation ?
As Retirement Planning Specialists, we love helping our clients plan and implement their retirement dreams whether it is a retirement full of travel, friends, or family. We take great pride in being the financial advisor of choice. We measure daily success in handshakes and hugs and we try to shift the burden of worry away from our clients. Our education, training, hard work, and teamwork allow us to serve others while providing for our own families.
If you would like to learn more,
we invite you to schedule a complimentary,
personalized, consultation with us today.
We look forward to hearing from you.
Call us today at 803-790-8989.
*Fee based and Managed Money products offered through Summit Financial Group, Inc. a registered investment adviser.
While other financial advisors may review your portfolio with you as little as once every few years, we at Michael Oana Retirement Planning Specialist pride ourselves on what we believe to be an unparalleled level of personalized customer service we offer to our clients. To that end, we conduct our “Toucan 180° Portfolio Review."
A diversified portfolio does not assure a profit or protect against loss in a declining market.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
The views stated are not necessarily the opinions of Cetera Advisor Networks LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Due to volatility within the markets mentioned, opinions are subject to change with or without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past Performance does not guarantee future results.
Michael Oana is a Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Summit Financial Group, Inc., a Registered Investment Advisor. Summit and Cetera are affiliated and under separate ownership from any other named entity. Branch address: 4408 Forest Dr. Suite 2001, Columbia, SC 29206.