As Retirement Planning Specialists, we love helping our clients plan and implement their retirement dreams whether it is a retirement full of travel, friends, or family. We take great pride in being the financial advisor of choice. We measure daily success in handshakes and hugs and we try to shift the burden of worry away from our clients.
Our education, training, hard work, and teamwork allow us to serve others while providing for our own families. While other financial advisors may review your portfolio with you as little as once every few years, we at Michael Oana Retirement Planning Specialist pride ourselves on what we believe to be an unparalleled level of personalized customer service we offer to our clients.
Our education, training, hard work, and teamwork allow us to serve others while providing for our own families. While other financial advisors may review your portfolio with you as little as once every few years, we at Michael Oana Retirement Planning Specialist pride ourselves on what we believe to be an unparalleled level of personalized customer service we offer to our clients.
Services
Ben graduated from University of South Carolina where he majored in Finance/Risk Management. He builds our portfolio reviews and enjoys playing golf in his free time. He is Series 7 and 66 licensed and brings 2 years of financial. Shannon is a graduate of the University of South Carolina and focuses on new account set up and account maintenance.
Michael Oana is the Founder of Michael Oana Retirement Planning Specialist in Columbia, SC. His team helps their clients to plan and implement investment strategies for Columbia's Corporate Managers. The Moore School of Business is consistently ranked as the #1 International Business School in the United States.
We represent Columbia's corporate managers, either planning for retirement or helping them manage their retirement assets. They are folks from middle class America, and are drawn to Michael Oana Retirement Planning Specialist by our level of trust, professionalism, and our high degree of hands on service.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
