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At O’Rear & Associates, we provide comprehensive Financial Planning* for individuals and businesses. By working with other professionals such as CPAs and Attorneys, we attempt to structure a plan to create wealth, maximize returns, and minimize risk. We also seek ways to reduce income and estate taxes. We help clients achieve stated goals by providing insurance and investment products and services available through appropriately licensed areas. Our compensation comes from fees, commissions, or a combination of both. We comply with the rules and regulations of our broker/dealer and affiliated insurance companies.

How Can We Assist You?

We Plan For Your Future

Retirement Planning
Estate Planning
Educational Planning
Long-term Goal Planning
Charitable Giving

We Can Help Reduce Your Tax Bill**

Individual Retirement Plans
Qualified Plans
Employer Sponsored Plans
Tax Credit Programs
Tax deferred Products
Trust Accounts

We Can Assist With Your Insurance Needs

Long-Term Care

We Work With Businesses

Simple IRAs
Profit Sharing Plans
Money Purchase Pension Plans
Business Owners Protection

** Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.