PRODUCTS & SERVICES
As a full-service financial services firm, our aim is to provide our clients with a full array of products and services to match each clients individual needs. Whether it be for investments, insurance or an integrated financial plan, our team will ensure to properly search the market to match the right products with your financial objectives. In being a fully independent boutique firm, our objective approach allows us to focus on our clients needs first and foremost.
Insurance can be used in the more traditional sense to protect your loved ones, business, and income in the event of death, injury, or illness. It can also be used as a tax shelter and investment strategy…
INVESTMENTS & RETIREMENT
Whether you are looking to start investing or nearing retirement, having the right investment plan in place is important. Each plan should be customized to your individual goals, risk tolerance and time horizon…
FINANCIAL PLANNING
The key to achieving your financial goals, stems from a properly designed financial plan. A comprehensive plan should cover all areas including debt management, risk management, investment management, estate planning, cash flow projections & taxation.
ESTATE PLANNING
No matter what stage you are at in life, proper estate planning is the key to leaving your legacy behind to the ones you love. Whether it is charitable giving, intergenerational wealth transfers or succession planning a sound estate plan can result in significant tax savings upon your passing.
ADDITIONAL SERVICES
At Oberoi Financial Group our goal is to provide our clients not only with a complete financial plan, but also additional resources and tools. Learn more about some additional services and offerings.
