Does your retirement portfolio account for yearly inflation? What about higher taxes? Have you considered how much of your savings you want left over for your beneficiaries? These are just a few of the many questions about your financial future that you should ask yourself upon retirement.

While retirement is perceived as a permanent hiatus from working at a job, there is still plenty of work to be done on your retirement plan after you leave the workforce. At Osiwala Financial Group, we focus on planning financial portfolios for pre-retirees and retirees.

Your retirement could very well consist of a third of your life(30+ years)! Unfortunately, many baby boomers do not understand the importance of planning for this time in their life. Building a home without a blueprint could be costly. A financial blueprint is no different and should consider all major aspects of holistic planning which include your investments & portfolio, social security, taxes, estate planning, and risk management. 

Specific target areas: Pensions, SS, 401k, Healthcare, Portfolio, Cashflow Analysis…

 

If you have any questions about our process and whether it might be pertinent to your situation complete this brief “Introduction Request Form”, and Adolfo, our Public Relations Manager will be happy to get back with you and answer any questions or help you coordinate a date & time if you’d like to meet with an advisor.

Introduction Request Form


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