Wealth management
- Strategic investment planning
- Rollovers, transfers and exchanges
- Asset protection solutions
Financial Services
Comprehensive strategy, explained in plain language.
Full-service financial empowerment and wealth management coaching. We help clients grow and protect what they have — and understand every decision along the way.
What we do
Six areas of practice
Specific focus: insured solutions, financial wellness programs and investment strategy. Every engagement starts with understanding where you actually are.
Retirement planning
- 401(k), 403(b), 457 and IRA optimization
- Tax-diversification strategies
- Legacy Family Bank / Infinite Banking
Insured solutions
- Life insurance
- Fixed and fixed indexed annuities
- Supplemental healthcare coverage
- Long term care (LTC)
Coaching & literacy
- One-on-one coaching sessions
- Budgeting and debt management
- Passive income strategies
Education & empowerment
- Financial wellness programs
- Business owner and entrepreneur tracks
- Generational wealth building
- Investment education
Estate planning
- Trusts and wills
- Inheritance planning
- Estate planning essentials
For employers
Establishing employee sponsored plans
If you are setting up a plan for the first time — or your existing one is not being used — we handle the structure and the education that makes it land.
- Qualified plans
- Traditional and Roth IRAs
- SEP IRAs and SIMPLE IRAs
- Supplemental health plan coverages
What clients say
The results people came for
“Osazee was very good at explaining the benefits of life insurance. He took time to show me the different plans and the advantages and disadvantages of each. He is very knowledgeable in the financial services arena — I encourage anyone interested in building generational wealth to contact him.”Frank R. Client · McKinney, TX
“Our team has benefitted greatly from Osazee’s financial industry trainings.”D. Upskill Corporate client · New York, NY
“The knowledge shared during our consultations has saved me a lot of time and money. I’ve learned so much working with Osazee.”Lois C. Client · Chicago, IL
“Osazee is an absolute expert. Knowledgeable and personable — he takes time to understand my needs and goals, always directing me to the best path for my family’s financial security.”Isaac V. Client · Dallas, TX
Questions
You’ve got questions. We’ve got answers.
How do I know if I need a financial coach?
If you are unsure whether your retirement plan is on track, carrying debt you cannot see the end of, or leaving employer benefits unused because nobody explained them — a coach gives you a clear picture and a plan. You do not need a crisis to justify the conversation.
Do I need a lot of money to work with a financial coach?
No. Coaching is about the decisions you make with what you have. Many clients start while paying down debt or building a first emergency fund. The strategies scale as your assets do.
What areas of financial planning do you specialize in?
Retirement planning and rollovers, tax-diversification strategy, insured solutions including life insurance and annuities, debt elimination, generational wealth structures such as the Legacy Family Bank, and workplace financial wellness programs.
What is a Legacy Family Bank?
It is an application of the Infinite Banking Concept: a family builds a pool of capital inside a properly structured policy, borrows against it for major expenses, repays itself rather than a lender, and passes the structure to the next generation. Osazee’s eBook walks through how it is set up.
Next step
Let’s build your strategy
Ready to build wealth, reduce taxes and protect what you have? We start with a discovery call to find where you are and where you want to be.