Financial Services
Independent Investment Advisor & Private Wealth Management
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
We welcome the opportunity to speak with you. *Complimentary office visits and online meetings are by appointment only. * 45–55 minute phone calls, Zoom or join.me meetings, and office visits are available. Click the automated online scheduler to reserve a consultation.
tdesberg@osaicwealth.com | (520)730-4414
In 15 minutes, you can obtain specific answers to the four most important financial questions that investors ask. Simply complete the brief form below.
Online Confidential Questionnaire:
https://www.secureform.online/ocq/r4qv4etj