Helping You

Protect Your Family

and Your Future

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Protect Your Family and Your Future

"Failure to plan is planning to fail" - Benjamin Franklin

Income Planning

Our income planning strategies ensure you’ll never run out of money in retirement, providing peace of mind and protection from stock market risks.

Long Term Care Coverage

Flexible long-term care coverage protects your assets and ensures you receive the care you need. Whether it’s in-home care, assisted living, or nursing homes, our solutions help you plan ahead and secure your financial future.

Risk Management Assessment

We assess your financial situation to identify risks and create strategies, including life insurance, disability income, key-man insurance and more. Our goal is to protect you and/or your business from unforeseen challenges, ensuring peace of mind for your financial future.

Medicare

Navigating Medicare can be complex, but we make it simple. We offer personalized guidance to help you choose coverage that fits your healthcare needs and budget. Whether new to Medicare or optimizing your plan, we ensure you maximize your benefits while protecting your financial well-being.

Estate Planning

We ensure you leave more wealth to your heirs, guaranteed, without market risk or qualifying for life insurance. Whether supporting loved ones or giving charitably, our tailored strategies secure your legacy with confidence. This also includes tax-mitigation strategies for retiring landlords looking to sell their portfolios.

Mission Statement

My goal is to provide personalized, comprehensive financial solutions that meet you where you are in your journey. I take pride in being well-versed in product knowledge and strategy, understanding that there is no "one size fits all" approach to retirement. Each plan is carefully tailored to your individual circumstances and needs, ensuring that you receive the support and guidance necessary to secure your financial future with confidence.

A Life of Financial Freedom

Embrace a life of true financial freedom. Make informed decisions, align your wealth with your values, and confidently pursue your dreams. Our expert guidance empowers you to build a future where money serves your goals, not the other way around. Start your journey to financial independence today.

Create a Pension-like Income Stream you can't outlive
Protect your assets and legacy for your loved ones
Navigate the complexities of Medicare like a pro
Give you the freedom and peace of mind you deserve in retirement
Help identify potential risks and offer tailored solutions to mitigate that risk

Schedule Your FREE Consultation

We Work With Companies You Can Trust

Our Approach

At Ohmstede Financial, we believe in personalized financial strategies, not one-size-fits-all solutions. Your unique values, goals, and circumstances are at the heart of every plan we create. We don't just manage money; we help shape financial futures that truly resonate with who you are and what you aspire to achieve.