Wealth Preservation and Estate Distribution Planning
Insurance Planning
Retirement Planning
Strategies to Maximize Current Income
Educational Funding for Children and Grandchildren
Short / Long-Term Financial Consulting
Asset Allocation Planning
Tax-Advantaged Investments*
Corporate Retirement Strategies
*O’Connor Wealth Management, Inc. is not a tax advisor. All decisions regarding the tax
implications of your investments should be made in connection with your independent
tax advisor.
