What Makes Us Different?

Mark Oslebo has been serving the Stuttgart Military Community for over 35 years.  We  understand the unique situations of military families, federal employees and government contractors.  Whether you need retirement planning with a Survivor Benefit Plan analysis, a college savings plan for your child's education, or if you are just getting started with investing; we will work with you to develop a plan to help you achieve your goals.

Our Philosophy

We believe that financial success doesn’t happen by accident – it is planned.  Every investor is different – with different goals, different expectations, and different tolerances for risk.  The investment environment and tax laws continue to change.  That’s why it’s important for you to have a comprehensive financial strategy specifically designed to achieve your personal financial goals. 

We follow a disciplined financial planning process in which comprehensive analysis, experienced advice and sound financial principles are the foundation of every financial decision.  Your advisor will guide you through a process which will result in the development of a comprehensive financial strategy you can implement with confidence. 

Our Financial Planning Process

1. Understand Your Situation

First, we will ask you to tell us about your financial goals and concerns.  By devoting enough time to get to know you, we will gain a better understanding of your financial “personality” including your investment experience and tolerance for risk. 

The next step is a review of your assets, liabilities and income.  This is the information we will need to begin work on your personal plan.   

2. Develop Your Plan

The information you have provided will be analyzed and alternative solutions will be developed for your review and consideration.  We will educate you about the implications of selecting a portfolio to help meet your needs.  All fees and charges will be disclosed. 

3. Implement Your Strategy

Only through implementation we will complete all applications and letters of instruction and provide these to you for your review and signature.  

4. Monitor Your Progress

We will monitor the progress of our recommendations relative to your defined objectives and suggest changes where needed. A key to this step is your involvement in the process and communication of any significant changes in your life. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews.