For more than 30 years, OFS has helped athletes, celebrities, and high-net-worth individuals manage their wealth— from the signing of their first contract, through retirement and beyond. We pride ourselves on helping clients understand their finances so they can enjoy the lifestyle they have worked so hard to earn. We will partner with you to create a wealth management plan that includes: • Financial Planning & Budgeting • Taxes • Investment Services • Accounting & Cash Management • Insurance • Estate Planning & Legal • Financial Concierge Through all of these services, our objective is simple: to help clients achieve a lifetime of financial independence by working with them to maximize their savings and investments.
