At OnCourse Wealth Management, we strive to be our client's most trusted advisors. By putting our client’s interests first, we are dedicated to professionally supporting, educating and providing informed direction to help make important financial decisions.
Our primary focus is to provide objective opinions and recommendations designed to help achieve long term results. We've established a process that's based on three key aspects of financial health: Planning, Investments & Insurance.
With your goals in mind, we work together to assess your complete financial needs. We consider important milestones such as major purchases, marriage, children, education, retirement....and especially your dreams.
Our goal-based financial approach is designed to help you:
• Planning allows you to develop a long-term strategy to achieve overall financial success. We consider important milestones such as major purchases, marriage, children, education, retirement, etc. What do you want your future to look like? Planning is the first step.
• Investments range from traditional stocks, bonds, mutual funds, ETFs…to more advanced strategies such as income-generating solutions.
• Insurance helps protect your finances from unforeseen events (long-term care, disability, pre-mature death).
With your goals in mind, we work together to assess your complete financial needs.