Planning Areas

Helping and protecting your family

Orchard Financial Group truly respects the importance of your wealth’s role in providing comfort and security for your family. Whether it is assisting your parents or funding a child’s education, incorporating family considerations is an integral part of a wealth management plan. Specific points we like to focus on for our clients include:

• Enabling your family to enjoy their lifestyle
• Planning for education expenses
• Preparing for unforeseen health issues
• Making wealth available to help your children
• Assisting your parents with their financial needs

Protecting and enjoying your lifestyle

OFG has connections with a team of insurance specialists committed to helping you protect the things that are most important to you. We work with you to look at your big picture and find a comprehensive insurance plan that protects you and your family. Some of the most common ways we assist our clients are with products designed to:

• Replacing your income in the event of illness or death
• Providing additional income for an extended healthcare event

Pursuing Financial Comfort

At Orchard Financial Group we develop partnerships that enable you to feel confident that the vision for your life and your money is on track. Financial comfort means something different to each person, so we want to ensure you are confident in the plans we create together and feel your life’s vision will be realized. For us, the biggest components of financial comfort include assisting you in:

• Building and protecting your nest egg
• Receiving a regular paycheck for your entire life
• Minimizing unnecessary taxes
• Saving for future financial needs
• Gaining and Maintaining financial freedom and independence

Creating a legacy for the future

Part of managing every aspect of your wealth is considering your future legacy.  OFG embraces sensitive topics like your mortality and the management of your financial resources once you have moved on to a better place. We understand the importance of using your wealth to make an impact for future generations and will work with you to direct the benefits of your success to loved ones and the causes you support. Some of the most common ways that we help are:

• Developing strategies for your wills and trusts
• Building and preserving your legacy for your heirs
• Giving to charity while you are alive and at your death
• Directing your legacy during your lifetime and after