Financial Planning Planning AreasHelping and protecting your familyO&G Financial truly respects the importance of your wealth’s role in providing comfort and security for your family. Whether it is assisting your parents or funding a child’s education, incorporating family considerations is an integral part of a wealth management plan. Specific points we like to focus on for our clients include:Enabling your family to enjoy their lifestylePlanning for education expensesPreparing for unforeseen health issuesMaking wealth available to help your childrenAssisting your parents with their financial needs Protecting and enjoying your lifestyleO&G financial has connections with a team of insurance specialists committed to helping you protect the things that are most important to you. We work with you to look at your big picture and find a comprehensive insurance plan that protects you and your family. Some of the most common ways we assist our clients are with products designed to:Replacing your income in the event of illness or deathProviding additional income for an extended healthcare event Pursuing Financial ComfortAt O&G Financial we develop partnerships that enable you to feel confident that the vision for your life and your money is on track. Financial comfort means something different to each person, so we want to ensure you are confident in the plans we create together and feel your life’s vision will be realized. For us, the biggest components of financial comfort include assisting you in:Building and protecting your nest eggReceiving a regular paycheck for your entire lifeMinimizing unnecessary taxesSaving for future financial needsGaining and Maintaining financial freedom and independence Creating a legacy for the futurePart of managing every aspect of your wealth is considering your future legacy. O&G Financial embraces sensitive topics like your mortality and the management of your financial resources once you have moved on to a better place. We understand the importance of using your wealth to make an impact for future generations and will work with you to direct the benefits of your success to loved ones and the causes you support. Some of the most common ways that we help are:Developing strategies for your wills and trustsBuilding and preserving your legacy for your heirsGiving to charity while you are alive and at your deathDirecting your legacy during your lifetime and after Let's Talk Name Email Phone Question Thank you! Oops!