Michael Oana Retirement Planning Specialist

Our Mission

How We Work

Our Mission Statement: As Retirement Planning Specialists, we love helping our clients to plan and implement their retirement dreams whether it is a retirement full of travel, friends, and 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 service others while providing for our own families.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

Our Services

Investments

Bonds
Check Writing
Common Stock
Debit Card
Educational IRA
Brokerage Accounts
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Treasury Bills
Government Securities

Financial Planning

Retirement Plans
Tax Plans
401k Planning
403b Planning
College Plans
Estate Plans
Money Management
Money Purchasing Plans
Profit Sharing Plans

Insurance

Disability Income Insurance
Life Insurance
Long Term Care
Individual Health Insurance
Group Health Insurance
Variable Annuities

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