At Ostrofe Financial Consultants, 2014 became our 30th year of being in business, with some of our clients having started with our owner’s father, who also had a long term financial planning business. Couple that with the fact that our clients have been remarkably loyal, resulting in us having many situations where we have advised five generations of the same family! By way of example, an original older client may have involved us in working with the parent’s estate, settling issues like healthcare, estate planning, reallocation, and transfer of assets. Eventually, their grown children became involved, through excellent estate planning. And now, thirty years later, we are assisting those children, grandchildren, and great grandchildren, in managing assets, saving for retirement, covering insurance needs, and starting to save for their children’s education. Contact Us!