Coming from generations of business owners and being the fourth generation in my family business, I have learned the importance of protecting family legacies. We work on a cross-disciplinary basis, not just from a legal, accounting, insurance or investment perspective, but across the board. Understanding my clients’ entire financial picture by conducting holistic reviews of their financial documents, our team can help identify opportunities for clients to make smart choices to help grow, protect and preserve their estate and legacy.
My experienced staff and I work as a team to provide clients with comprehensive financial, retirement, investment and estate planning using comprehensive strategies and state-of-the-art software to help you implement financial solutions to help address your unique needs.
Ogi specializes in: Business Succession, Estate Planning, Key Employee Benefits, Tax Reduction Strategies as well as Investment/Retirement Group Benefit Plan Review.