Our Services

Offering a Disciplined and Proactive Approach to Investing

At Oracle Financial Group, we believe that capital preservation is the cornerstone to wealth management.

With a focus on risk management, we work with individuals who are searching for alternatives to the traditional buy and hold strategy that left many investors at a deficit over the last 11 years. Through our non-stock market income generation strategies, our goal is to produce consistent, predictable income.

We believe that having a detailed, well thought out retirement plan is critical in achieving a successful, worry-free retirement. Our thorough, comprehensive planning process allows us to address all of your retirement concerns, including reducing risk, which helps protect you from market volatility while informing you about income planning, retirement goals, legacy planning, tax planning, and most importantly, giving you peace of mind.

We take pride in understanding your individual needs and goals, and form lasting relationships with our clients so that we can continue to provide a high level of service as their needs change. We try to reduce risk and provide stability to protect you from the unknown in life. This predictability allows us to implement sustainable retirement income plans to help protect your lifestyle from the unexpected.

Primary Products & Services

  • Retirement
  • Insurance
  • Estate Planning
  • RMD
  • Tax Planning
  • Asset Protection

Our Specialties

  1. Free Rollover/ Advice on IRA, 401(k), 403(b), etc
  2. Tax Reduction on Personal/Social Security Incomes
  3. Tax Planning & Preparation for Individuals/Businesses
  4. Asset Growth & Protection up to $10,000,000.00
  5. Comprehensive Estate Planning
  6. Providing Life Insurance and Annuity Plans for Families/Businesses
  7. Providing Nursing Home Protection Plans
  8. Providing Comprehensive Retirement Planning/Distribution
  9. Get Complimentary Retirement/Financial Reviews from Retirements Specialists