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Retirement Plan Services

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Retirement Plan Services for Your Business

Oswald Financial, Inc. is the Retirement Plan Services and Wealth Management division of Taylor Oswald. Much like the other areas of Taylor Oswald, Oswald Financial specializes in risk management, providing advisory services through a high service model, with a focus on consistent benchmarking, fiduciary responsibility, advanced plan design, retirement readiness, fee transparency, and complete independence in order to serve the client’s best interest. Being a leader and innovator in the industry, Oswald Financial places focus on comprehensive, holistic plan sponsor and plan participant support.

Plan Sponsor Services

Our customized approach to your plan is aimed at reducing costs and mitigating risks as you manage your retirement plan for your business.

Fiduciary Services

Taylor Oswald can help you prepare and review the investment policy. We can also make recommendations for investments based on each client. Monitoring the plan also falls under this umbrella.

Consulting Services

Taylor Oswald representatives are there to service your business:

  • Assist in plan design
  • Provide support with changes to the plan
  • Offer plan reporting and benchmarking
  • Participant enrollment and education

Wealth Management Services

A Taylor Oswald advisor will work with you to identify your goals and align them with current financial standing. We will monitor your status and adjust plans as necessary to help you achieve your financial goals.

Our wealth management services include:

  • Client Education, Engagement and Communication
  • Asset Management
  • Financial Planning
  • College Planning
  • Insurance
  • Retirement Planning

Taylor Oswald is part of a global network of advisors dedicated to servicing unique approaches to wealth management. Our experience across a diverse set of industries sets us apart from any other advisory. We see that your business is made of individuals that make a team. The approach we take is to care for each participant.