top of page

Financial Planning

It's never too early or too late to start an investment plan - Let's get started today.

Retirement

Focus on a well thought out strategy so that you can enjoy the fruits of your labor.

Family

Leave a living legacy from one generation to the next.

Our Commitment

Our company is built on a solid foundation of excellent client service and in-depth market knowledge.

Read More

Our Mission

Through regular meetings and a flexible yet disciplined process, together we can chart the path toward your dreams.

Read More

Our Services

Osprey Financial offers a wide range of services to help you address your financial goals both now and in the future.

Read More

Welcome to OSPREY FINANCIAL

Simple Values in a Complex World

We encourage you to explore our site and learn more about the services we provide to assist you on your journey to financial freedom. Should you have any questions or if you would like more information on our firm please feel free to contact us. We look forward to hearing from you.

Osprey Financial logo graphic
Voluntourism: A Vacation That Makes a Difference

Describes benefits of volunteer travel for personal growth and giving back.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Explains importance of rare-earth minerals and their role in technology and security.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Credit Card Debt

How Long Will It Take to Pay my Balance?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

bottom of page