As your income and assets grow, you want a professional financial advisor who will plan from your perspective – someone who understands your needs and objectives, someone principled who will help you plan for your financial future. You want an advisor with these qualities and values. You can find those advisors with On Target Financial. The advisors at On Target Financial are Fee-Based, meaning we get paid by our clients and not by a company. This creates a client first environment that we strictly adhere to here at OTF.
On Target Financial guides clients’ wealth through bull and bear markets. We have helped them build and protect their retirement money through changes in the local economy, and through career and business transitions.
Cambridge Investment Group, Inc. is a privately controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Overall, Cambridge supports several thousand independent financial professionals nationwide who serve their hundreds of thousands of clients as registered representatives and investment advisor representatives, choosing to use either Cambridge’s firm Registered Investment Adviser or their own.
Joe looks at every day as an opportunity to help others. He wants to make sure every time you leave the office you look forward to coming back for two reasons. One, you like working with him and two you find him to be a valuable resource for you.
At OTF we work on your behalf with professionals in other fields, including law, accounting, banking, and insurance, which helps to bring together a well-rounded personal planning picture. Our clients receive ongoing client service and communication – through regularly scheduled meetings, bi-monthly newsletters, and client events.
Comprehensive Financial Planning
Investment Advice & Management
Retirement Income Planning
401(k) & Other Plan Rollovers
IRAs & Roth IRAs
Income Tax Planning
Estate Planning & Charitable Giving