4408 Forest Drive
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 a specialized 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.
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.
We take pride in providing the best possible service to our clients. We call this Gold standard of service the "TOUCAN Touch". Our Client Concierge team will provide you with whatever you may need to work towards your retirement goals. Our customers come from far and wide because of the quality of service we provide.