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Products and Services

At Oracle Financial Planners LLC, we provide comprehensive financial planning services. After initially identifying a family’s long term financial goals we then break those goals down to help with what will be needed to reach those goals. That can include but is not limited to the following:

Retirement Planning

  • Roth IRAs
  • Rollover IRAs
  • SEP IRAs
  • Traditional IRAs
  • SIMPLE IRAs
  • 401 (k) and Profit Sharing Planning
  • 403 (b) Planning
  • Pension Plans (Profit Sharing and Keogh Plans)

Educational Planning

  • 529 Accounts
  • UTMAs
  • Coverdell IRAs
  • Government bonds
  • Savings accounts

Investments

  • Bonds
  • Stock
  • CDs
  • Mutual Funds
  • Fixed Annuities
  • Variable Annuities
  • Managed Accounts
  • Wrap Fee Programs
  • Cash Management Accounts with check writing and debit card services
  • Government Securities

Insurance Planning and Estate Planning

  • Life Insurance
  • Long Term Care Insurance
  • Comprehensive Financial Planning
  • Social Security analysis