Our Services

Oftring Investment Group’s main area of focus for individuals and families is to provide Strategic Investment Management for Retirement Income.  Whether you are a younger Investor in the accumulation phase, an older Investor later in the accumulation phase or currently retired and in the disbursement phase of the retirement cycle, Oftring Investment Group provides the following services to its clientele: 

Written Retirement Income Plan

Strategic Investment Planning

Tactical Portfolio Management

Comprehensive Portfolio Review and Analysis

Fixed Income Portfolio Review and Analysis

Insurance Needs Review

Small Business Solutions

College Savings Plan (529

Estate Planning

Charitable Giving

Retirement Plan Review and Analysis

                IRA – Roth IRA – Simple IRA – Education IRA

                SEP IRA – 401K Plans – Individual 401K Plans – 412 (e) (3) Defined Benefit Pension Plans