• BUDGETING
    PLAN. PROTECT. WIN.
    Stephen Curry: NBA All-Star + See More
  • INVESTMENTS
    PLAN. PROTECT. WIN.
    Moses Malone: NBA Hall of Famer + See More
  • TAX PLANNING
    PLAN. PROTECT. WIN.
    Michael Phelps: Most Decorated Olympian of All-Time + See More
  • ESTATE PLANNING
    PLAN. PROTECT. WIN.
    Bill Cowher: CBS Football Analyst + See More
  • BUDGETING

    BUDGETING

    Setting realistic budgets that maximizes our clients savings and investments.
    + more
  • INVESTMENTS

    INVESTMENTS

    Educating professional athletes on how to invest money and maintain a stream of income after their playing days are over.
    + more
  • TAX PLANNING

    TAX PLANNING

    Developing proper tax plans and strategies to maximize available tax deductions.
    + more
  • ESTATE PLANNING

    ESTATE PLANNING

    Consulting, developing savings strategies and coordinating the estate planning process.
    + more
  • OFS MISSION

    OFS helps you achieve a lifetime of financial independence by working with you to maximize your savings and investments. We pride ourselves on helping you understand your finances so you can enjoy the lifestyle you worked so hard to earn.