Everyone has a vision of what their successful financial future could be. Our goal at Ocker Financial Services is to help you achieve yours.

General Info

As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, Ill work diligently to develop a program that carefully balances investment strategies with preserving principal.I will take a look at your current investments and apply financial best practices to determine which parts of your plan are working for you and which parts can use improvement. Your personalized plan will include everything that you and your spouse or significant other have accumulated. The result will be complete integration of all your investment and financial disciplines into a single strategy. Through regular meetings, ongoing updates and individualized attention, I will make it a priority to keep you on the right path and make sure you are always familiar with where your plan is taking you.

Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm
Sat - Sun	Closed

Categories

Financial Planning Consultants, Investment Advisory Service

Services/Products

Estate PlanningElder Care PlanningEmployee Benefit PlansEquity InvestmentsTrust ManagementFinancial ManagementFee-Based Financial PlanningInvestment PlanningAsset & Portfolio ManagementIRA RolloversSecurities BrokersInvestment AdvisorsTrustsRetirement PlanningTax PlanningFinancial ConsultantsStock InvestmentsInsurance Planning

Brokerage ServicesEstate ManagementFinancial AdvisorsBusiness PlanningInvestment ResearchInheritance PlanningFamily Financial PlanningAsset ManagementCharitable TrustsSEP Individual Retirement AccountsAnnuitiesInvestmentsBondsMutual FundsGovernment BondsIndividual Retirement AccountsIndex Funds

Accreditation

CFP (r) , ChFC

Other Link

http://www.ockerfinancialservices.com