Financial Services
Individuals
Our focus is on helping individuals best achieve their financial goals. Some of the services we offer directly and through strategic partners include:
- Financial Planning
- Life Insurance
- Disability
- Long Term Care
- Estate Planning
- Education Planning
- Retirement Planning
- 401K
- Annuities
We seek to work with clients on an ongoing basis to help them achieve their financial goals. Through regular performance evaluations and portfolio updates we can make helpful changes to incorporate new information, changes in client circumstances, and monitor their performance and make adjustments to their plan and portfolio as situations dictate.
Corporations
Since managing qualified plans and administering retirement savings plans is not a “core competency” for most firms, we seek to help corporate clients understand their needs and help them obtain the best possible services and products to fit their particular situation. Examples of services we can help corporate clients with include: .
- 401K and qualified plans
- Group Benefits
- Executive Benefits
- Key Person Life and Disability Coverage
- Deferred Compensation Plans
If you need immediate answers, call (617) 268.1200 or email info@oiginc.com.
|
|
Financial Disclosure Statement
Important Information about this Website
Your use of this website is subject to the conditions and qualifications described below.
By using this website, you agree to accept such conditions and qualifications:
|
|
|
