ORBIT FINANCIAL PLANNING AND INVESTMENTS

  • Access

    Financial Planning

    It all begins with your retirement picture.

    Together we determine how your investments and future savings will work to help achieve the retirement you want.

  • Calmness

    Investments

    Portfolio management, allocation, monitoring, and ideas. We constantly discuss market outlooks based on what we are reading and then review your portfolio together.

  • Business Services

    We help people and their businesses with retirement plans, cash management, entrepreneurs assistance.

  • Complex Finance

    Any other financial concern? Stock options, understanding your pension/401(k), options trading, private equity, etc. OFPI works with Venture Capital firms to help clients add opportunities to portfolios.

Fiduciary, Experience, Privacy, and Trust

After a 20+ year career helping other firms create success, trust, and growth with clients, I am venturing independently. I have established Orbit Financial Planning and Investments, LLC (“OFPI”) to provide private comprehensive financial assistance without restrictions. OFPI is a fee-based fiduciary firm. My long and diverse experience with various financial firms, and my education as a Certified Financial Planner®, gives me a lengthy perspective on most financial concerns. OFPI clients range from portfolio management & financial planning to entrepreneurs with complex financial situations. OFPI also believes in the importance of Private Equity / Venture Capital as an important growing allocation for most portfolios. OFPI mentors CFPs® and also does pro bono work to assist people in better understanding their finances and businesses to manage cash.

Like educating people in wealth management, my other lifelong passion is soccer. As co-owner of Soccer Planet in Urbana, Illinois, I am fortunate to help build on soccer's influence on the community. I have used soccer as a language to connect with people all over the world. Both my passions (along with family) are lifelong endeavors to be involved, add to my community, and expand friendships.