Keep an Eye Out for IRS-Related Scams
Keep an Eye Out for IRS-Related Scams The IRS warns that although
A Different Approach
Retirement Income Planning – Tax Planning – Investment Planning
You might be close to retiring, or perhaps you just want help making the right decisions on your financial journey. Either way, we can help.
Planning for your financial future can feel overwhelming and easy to put off. But two things are true: the future gets here before you know it – and success needs planning.
We can help you to:
To learn more about how we can help, request a no-obligation consultation.
Women often feel confused after meeting with a financial advisor. Our approach is different.
We take a deeply personal approach to financial planning, to truly understand your needs, concerns and goals. We take time to discuss and explain the what, why and how to every recommendation we make so that you can become empowered and confident about your financial decisions.
Financial security is not simply about having millions of dollars. To us, it’s about having a clear view of what you have and what you need both now and into the future. It involves building the resources necessary for your non-working years and taking the right steps to prepare yourself for life’s uncertainties.
Ultimately, it’s about having the freedom to live the life you desire.
We keep things simple. We disclose our costs in full, so you know exactly what you're paying. There’s no hidden costs and you'll never get an unexpected bill from us.
The only compensation we receive is the fee paid by you. We do not receive commissions or other payments from a third party for any recommendations we make.
We don’t tie our clients down with long term contracts, you can opt-out at any time.
There are no exit barriers and no termination fees.
Keep an Eye Out for IRS-Related Scams The IRS warns that although
The Top Six Inflation Drivers of 2022 In June 2022, the 12-month
I forgot to contribute to my IRA last year. Is it too
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C&C Financial Group, LLC dba Oshun Financial Planning (“OFP”) is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by OFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of OFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
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