Mission Statement

Oswego Crest Financial Group, an independent planning and investment management firm, specializes in helping clients prepare for, and navigate through, the uncharted waters of retirement.

Different from the “accumulation” years of one’s life, retirement brings with it new opportunities and challenges that the retirement specialists at Oswego Crest help clients master. We work closely with clients to help answer the most prevalent questions facing retirees:

  • Will I outlive my money?
  • Can I afford to live the lifestyle in retirement that I want?
  • What risks might I face that I haven’t considered?

The retirement specialists at Oswego Crest aim to provide simplicity, clarity, and peace of mind for our clients so they can truly enjoy their retirement years.