Jeff Osterman Email & Phone Number

Planning for retirement is complicated. Sure, you've got this general idea of when you're going to retire and what it's going to look like. And you're pretty confident that you've put enough away to be comfortable. But are you ready for all of the decisions you'll need to make along the way? Or the unexpected curve balls that life could throw at you? I help people plan, prepare and save for retirement. And I get to do it in a lot of different ways. As a Business Consultant with LPL Financial, I work with business owners and their employees to create retirement strategies tailored to their lifestyles, goals and timelines. I'm also a Program Manager. I support banks and credit unions who want to start, build or grow their investment programs. And, ultimately, help their customers work toward preparing for retirement. Finally, I started StrategyPoint Financial to provide retirement planning services to people who need it most. Many of our clients hadn't worked with advisors in the past or, if they did, weren't happy with the experience. Through our Strategic Retirement Workshop series, we take people step-by-step through the retirement planning process and introduce them to our proprietary AIM Retirement Planning System. So whether you're a business owner and need to plan for retirement, an HR Manager who wants to offer retirement education for your employees, or you're just on the path to retirement and looking for direction, we'd love to connect and find out more about you.__________________________________________________________________________________________Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products offered through LPL Financial or its licensed affiliates. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.