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.

Our Mission

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

Our Services

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

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.

Newsletters

Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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More Newsletters

Calculators

Credit Card Debt

How Long Will It Take to Pay my Balance?

Car Affordability

How much can you afford to pay for a car?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators