Services
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Retirement & Investment Options that meet YOUR needs
Oostburg Financial Services is your home for financial planning and investment products and services. OFS offers securities and advisory services through Harbour Investments, Inc., which is located in Madison and is a full service broker/ dealer.
Comprehensive Financial Analysis
Retirement Planning
Investment Planning & Management
Full Brokerage Services
Life Insurance Evaluation & Advice
Company Sponsored Retirement Plans
Estate Planning
Ongoing Reviews & Services
How We Work
Oostburg Financial Services (OFS) is your home for financial planning and investment products and services.
First and foremost OFS is always committed to acting in the client’s best interest in every single situation. Financial advising begins and ends with trust. As relationships are built with our clients, our continued goal is to build on that foundation of trust.
Secondly, OFS is committed to the concept of needs based planning. We often say that a financial life is like a puzzle. As we gather information and learn about the client, all of the pieces come together.
Finally, our staff is dedicated to providing a service experience to our clients that will make their life easier. The financial world can be complicated. Our staff is committed to taking the stress out of our client’s financial life by providing timely, professional service that has them breathing a sigh of relief.
Our Process
The client experience at Oostburg Financial Services is what we pride ourselves on. From the initial meeting, to yearly reviews and everything in between, OFS is here to serve you, the client. The client centered approach is displayed in the very first meeting with one of the financial advisors. The first appointment is all about getting to know the client, their financial situation, and their goals. The advisor will ask a series of questions that will help capture the client’s entire financial picture. During this information gathering process, a client-advisor relationship is born.
This relationship is crucial when it comes to the client’s financial life. The client and advisor will walk hand-in-hand throughout their financial journey. The advisor will seek out areas where they can add value in the client’s financial life. Each decision they make will always be with the client’s best interest at the forefront. While we understand that the fee for our services can be a deciding factor, we want our clients to understand that our fee is determined on a case-by-case basis. Oostburg Financial Services is focused on adding value to the client’s financial life.
Please call and schedule a complimentary consultation with one of our advisors. See where Oostburg Financial Services can add value in your financial life!