Focusing on what’s important to you!

Our commitment to you is to provide you with personalized financial solutions that take into account all aspects of your life and offer guidance, clarity of thought and specialization to help you gain confidence in your financial future.

We will spend time talking about your goals surrounding your family and health, leisure and comfort, simplifying your finances, retirement planning and many other things that impact your quality of life and that will be part of your long-term plan.

O’Hara Wealth Life Map

Clarify vision & future Balance work & life Create financial comfort help & protect family build a legacy
plan for the future
financial planning
retirement income
estate planning
business succession		 meet needs
income planning
expense/budgeting
social security
corporate benefits		 simplify finances
investment & savings
home & assets
automate
aggregate		 help children
allowance & savings
loans & gifting
special needs
learning about money		 execute intentions
wills & trusts
power of attorney
medical directives
protect heirs
ease life’s transitions
marriage/divorce
birth/death
leaving my home
career & profession		 enhance lifestyle
vacation home
family trips & events
hobbies & leisure
lease v. buy		 reduce taxes
tax-loss harvesting
asset location
stock options strategies		 assist parents
long-term care
eldercare counseling
medical & housing		 help beneficiaries
designations
special needs
trusts & trustees
valuation/projections
live my values
clarify my mission
give to community
volunteer my time
align investments		 manage health
medical/supplemental
long-term care
care concierge
wellness & nutrition		 protect assets
insurance
liquidity
business continuity
corporate structure		 fund education
savings & investments
pre-paid tuition
student/parent loans
grant/scholarships		 give to charities
planning strategies
tax-advantaged gifts
low-basis assets