Enjoying a comfortable retirement... putting children through college... running a successful business... building wealth... we all have financial goals. But what steps are you taking to work towards those goals? For many years, Amy Oviedo has helped families and business owners gain control of their complex financial challenges. Amy takes an objective, long term approach to financial planning to help ensure that your goals, objectives and risk tolerance are properly considered and managed. As your needs or situation change, Amy will be there for you to see you receive regular, timely reviews as well as up-to-date information to assist you in making prudent decisions regarding your financial future.
Amy is a member of Integrated Financial Partners, Inc., offering securities and advisory services. It is through these firms that Amy can deliver a wealth of resources and solutions. Amy adheres to the principles of integrity, confidentiality and fairness. Her education and experience have put her in demand as a frequent keynote speaker for retirement and financial planning seminars and workshops.
Call Amy Oviedo now for a comprehensive analysis or a Financial Second Opinion™. She has expertise in the following areas to help put you on course:
- Retirement Planning, 401(k) Rollovers
- Investment Strategies and Portfolio Analysis
- Estate and Legacy Planning
- Family Income Protection, Long-term Care Insurance
