Your Financial Wellbeing is our Business

Financial Wellness, Empowerment, Education and Solutions

Financial Wellness

Your Trusted Partner in Financial Success.

Serving your team and employees, so that they can best serve you!

Let Us Serve Your Team! Ask About Our complimentary Wellness Workshop

Customized Financial Workshops & Masterclasses

Live Financial Literacy Sessions Retirement & Future Financial Planning Tax Savings and Tax Diversification Strategies Debt Reduction and Debt Elimination Budgeting and Balancing Life Understanding My Finances Q&A Sessions

Establishing Employee Sponsored Plans

Qualified Plans Triditional & Roth IRAs SEP IRAs SIMPLE IRAs Supplemental Healthplan Coverages

1:1 Financial Coaching

Debt Management / Reduction / Elimination Estate Planning Essentials Trust and Inheritance Planning

Employees who participate in workplace financial education programs have the opportunity to:

Learn how to manage their finances and reduce stress, which can lead to better job performance. Learn how to make the most of their employer-provided benefits. Learn to properly manage their finances, boost financial literacy, and improve their overall monetary health.

Learn about our Wellness Program

Financially healthy employees drive successful businesses! Empower your team with a customized Financial Wellness Program that boosts productivity, reduces stress, and fosters long-term security. Sign up today!

Schedule a Consultation

Ready to Empower Your Financial Future?

We'll begin by emailing you your copy of Osazee's latest eBook "Creating A Family Legacy Bank"!

Next you will be scheduled to have a one-on-one discovery call, to locate where you currently are financially and identify where you desire to be, together we'll create a plan and begin your journey to financial independence.

We allow our work to speak for us. Here is what some of our clients are saying.

"Your workshop presentation was so enlightening, our faculty and staff members were empowered by the information you shared."

- Karen O.

Proviso Math And Science Academy H.S., District 209, Maywood, IL

"Your service has been an asset to our school!"

- K. Osterman

Thornwood High School, District 205, South Holland, IL

"Thank you for working with my wife and I to set up our Legacy Family Bank. This is an amazing generational wealth building strategy!"

- Burnham R.

Client, Chicago, IL

"Osazee definitely helped me with managing my finances better and with saving as well as how to allow my money work for me instead of me just working for it."

- Lionel T.

Client, Bellwood, IL

"The knowledge and strategies I’ve gained from Osazee about wealth vehicles for legacy growth and wealth management have truly opened my eyes to what’s possible. His insights have given me a clear path to not only attain wealth but also sustain it for generations to come."

- Jonathan N.

Client, Frisco, TX

"Osazee is an absolute expert in his field. Not only is he knowledgeable, but he is also personable, taking time to understand my needs and goals.

He is my go to for my insurance needs, always directing me to the best path for my families financial goals and security. "

- Isaac V.

Client, Dallas, TX

Why Work With Us?

Nearly a decade of experience helping clients build sustainable financial plans
A personalized, education-first approach to wealth management
Proven strategies to reduce financial stress and maximize wealth potential

We're here to guide you every step of the way because when you understand your finances, you take control of your future.

Ready to start your wealth-building journey? Schedule a Consultation today.