John Obrien

Background

About John Obrien

RETIREMENT transition requires a long-term, multi-faceted approach whether you’re 40 or 60. Pre-retirement planning and wealth management, business/career change measures, post-retirement income management - these are all pieces in a proactive retirement transition picture puzzle. TAX services cover the gamut of short-term and long-term requirements, beginning with tax planning. Using our proprietary data gathering process, OneSource (OS) explores your financial goals, aspirations, and past money experiences. We then analyze all aspects of your financial situation, your retirement goals and more to deliver the most effective tax plan. ESTATE: After a lifetime of hard work building your estate, you want your assets to pass to your heirs as you intended, without tax or probate process problems. OS Estate programs help in the planning and execution of your wishes. INVESTMENTS program begins with your goals - both short and long-term. We will help you establish clear, achievable goals that take into account any constraints. Goals that are both flexible and sustainable through changing market environments. RISK: Proper risk planning protects your hard-earned assets, and insurance is an important part of any asset protection strategy. You may have several different policies and insurance agents: a regular review ensures your coverages are coordinated. FINANCIAL: Personalized financial planning by OS professionals means addressing your very unique situation. Education planning, individual budgeting, charitable gifting, college planning, stock options, retirement transition, new business startups and any combination of these can play havoc with your financial goals. Understanding how to work with or work around these complexities is what we do best. BUSINESS: There so many variables that affect the company's financial results. Our financial advisors can determine how best to use your business' assets to meet or exceed the company's short- and long-range goals.