FINANCIAL PLANNING
AND WEALTH STRATEGIES
The team at Oswald Financial is a forward-thinking, innovative firm of wealth management professionals who provide personalized guidance and an elevated standard of care to a select group of individuals, families, and businesses both locally and around the country. We are here to become our clients’ most trusted advisor and a relentless advocate for their financial future. We achieve this by leveraging our expertise, passion, and a vast array of resources to help our clients define and pursue their vision of financial success.
Wealth Management Services
Communcation & Education
Participant Education
Participant Engagement Services
Worksite Financial Solutions
Education Plans
Financial Wellness
Asset Management
IRAs
Roth IRA
Mutual Funds, ETFs, CDs
Alternative Products
Annuities
Financial Planning
Wealth Accumulation Planning
Education Planning
Retirement Planning
Estate Planning Coordination
Risk Management
Financial Concierge Services
Charitable Giving
Insurance
Policy Review/Audit
Life Insurance-Term, Variable, Universal and Whole
Individual Disability Insurance
Long-Term Care Insurance
Retirement Planning
Income Plan Development
Tax Effective Withdrawal Strategy
Risk Management
Social Security Maximization
Medicare Planning
Long Term Care Insurance
How to Get Started
Request a Meeting
Looking to meet one-on-one with an advisor? Request a meeting here.
Secure Document Upload
Engaging with our team for a financial plan? Securely upload your statements and documents here.
Fee Schedule*
Click to read more about the fee schedule for your organization.
*All fees are paid for by the individual
Meet Our Wealth Management Team
Scott Kimble
Michael Gheen
CPA/PFS, CRPS®
Team Leader, Wealth Management
Russ McAlonie
ChFC®
Financial Advisor
Doug Stalter
QKA, CPFA
Vice President, Sales Leader
