Our Approach

At OFG, we are committed to meeting our clients at their point of need.
No two clients are the same, so our focus is tailored to each individual need.


Client meeting

We believe that as we have a relationship with clients, they understand that our commitment is not dependent upon the amount of assets they may have - rather, the focus is on managing well what has been entrusted to them. 

At each place in our financial lives, we have different desires & goals.  Whether it is managing through retirement, saving for a child's college expenses, managing tax exposure, or any other financial need, OFG will use each of the faculties at its disposal to strive to provide the highest quality information, service, and vehicles to assist you in that journey.

The core of what we do is centered on relationship. Relationship comes with trust.  We want to be your trusted partner within your financial life.

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Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a suitable financial program utilizing the following products and services:

    Investment management

    Tax management

    Retirement strategies

    Estate conservation

    Insurance and annuity products

Office desk

Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.


While many working people have a single source of income, retirees often have multiple sources of income. That said, retirement planning is different for everyone. We use some general principles across the board, but everyone’s situation is unique, which is why we meet our clients at their point of need.

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