Products & Services
At O’Rear & Associates, we provide assistance in the following areas:
Investments
Mutual Funds, Stocks, and Bonds
Government Securities
Educational IRA , 529 College Savings Plans
Brokerage Accounts
Managed Money Accounts
Traditional, SEP, Roth, and SIMPLE IRAs
Fixed and Variable Annuities
Alternative Investments – REITS, 1031 Exchanges, Oil and Gas Leases
Insurance
Life
Long Term Care
Disability
Financial Planning
Retirement
Tax Reduction Strategies
College
Estate Conservation and Transfer
Charitable Giving
Let Us Help You Master Your Money
Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.