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Financial Planning

It's never too early or too late to start an investment plan - Let's get started today.

Retirement

Focus on a well thought out strategy so that you can enjoy the fruits of your labor.

Family

Leave a living legacy from one generation to the next.

Our Commitment

Our company is built on a solid foundation of excellent client service and in-depth market knowledge.

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Our Mission

Through regular meetings and a flexible yet disciplined process, together we can chart the path toward your dreams.

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Our Services

Osprey Financial offers a wide range of services to help you address your financial goals both now and in the future.

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Welcome to OSPREY FINANCIAL

Simple Values in a Complex World

We encourage you to explore our site and learn more about the services we provide to assist you on your journey to financial freedom. Should you have any questions or if you would like more information on our firm please feel free to contact us. We look forward to hearing from you.

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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