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How We Help

OUR FINANCIAL PLANNING PROCESS IS BUILT AROUND YOU


We take a holistic approach, because we understand that planning is not a product – it’s a philosophy, and it’s part of our culture. At Ogorek, you are the client not your money.

LIVING LIFE ON YOUR TERMS


We want to know what is important to you. We take the time to gain a better understanding of your lifestyle and economic motivators and  help you quantify what you enjoy most in life. By working together, we can gain a clear picture of where you are today, and how we can help you live the best life possible. Working with our specially trained team of professionals, and coordinating with each client's legal, accounting, and estate planning professionals, we will analyze and coordinate all aspects of your financial life to maximize your wealth over your retirement lives and beyond.

OUR PROCESS SUITED TO YOUR NEEDS

  • Retirement planning
  • Investment management
  • Cash flow management
  • Insurance analysis
  • Tax planning strategies
  • Estate planning
  • Charitable gifts and donor-advised funds

1. Discover

  • Complimentary initial meeting
  • Discuss client’s goals and concerns
  • Introduce holistic approach to wealth management

2. Analyze

  • Assess financial situation and establish a base plan
  • Qualify and quantify goals
  • Identify alternative scenarios or solutions

3. Present

  • Present planning and investment roadmap
  • Educate and implement strategies
  • Coordinate with other professionals

4. Monitor

  • On-going service, support, and solutions
  • Update and track the success of your plan goals
  • Help you succeed in living the best life