Timothy Ozog

Our Services: Financial Services - We can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future. Retirement Planning - As you prepare to enter retirement, you'll need to ask yourself some challenging questions about your retirement plans. Determining what to do with your retirement assets could be one of the most critical decisions you make. Estate Planning - If you don't take care of your estate, the IRS will. Without estate planning, you can't take maximum advantage of tax strategies. Your assets in your estate may not be preserved for your heirs. Having a will isn't good enough. Together we can analyze your needs, examine a variety of planning vehicles and determine some answers for your situation. Additional Services - Brokerage Services, Rollovers, IRAs, Roth IRAs, SEPs, 401k Conversions, Annuities, Life Insurance.

Serving Washington State over 10 years, Mr. Ozog’s major focus is in retirement and estate planning, using conservative investment strategies that are appropriate for his clients. He is a fully licensed securities representative and is also currently appointed by more than 30 insurance companies. Our investment philosophy includes proper asset allocation, tax efficient strategies and rigorous research. Our approach of getting to know our clients and understanding their needs allows us to tailor a unique and comprehensive financial plan and investment strategy that provides clarity to their financial mission.