Broker Check

What Makes Us Unique

TOUCAN 180 PORTFOLIO REVIEW

TOUCAN 180 PORTFOLIO REVIEW

While other financial advisors may review your portfolio with you as little as once every few years, at Michael Oana Retirement Planning Specialist we pride ourselves on what we believe to be an unparalleled level of personalized customer service. To that end, we conduct our “Toucan 180° Portfolio Review." Our Toucan 180 Review process consists of each client meeting with Michael Oana once every 180 days to review your portfolio and your retirement plan.

Client Appreciation Events

Client Appreciation Events

At Michael Oana Retirement Planning Specialist, we like to thank our clients by hosting special TOUCAN (Team Oana United Client Appreciation Night) events.

We like to vary the location and themes of these events and they are very popular. We generally allow our clients to bring a friend to these and it is a great way to introduce a friend to our firm.

Unmatched Client Service

Unmatched Client Service

We take pride in providing the best possible service to our clients. We call this Gold standard of service the "TOUCAN Touch". Our team of Client Concierge provide you with whatever you may need to reach your retirement goals. Our customers come from far and wide because of the quality of service we provide.