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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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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

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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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Home Appliance Economics

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Life Insurance

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

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