Welcome to Orazio Financial Services!
Our site has been updated to enhance your experience with our firm. On our site, you can:
- Read news and information from the financial world
- Learn strategies and techniques used in Investment, Retirement, Tax, Insurance, and Estate planning
- Become informed on company news
- Access your portfolio at Orazio Financial Services
We have also included links to useful financial websites and calculators for auto loans, mortgages and college education costs. We hope you enjoy the new features…and our new look!
This year, 2016, marks the 25th anniversary of the founding of Orazio Financial Services (OFS). We are proud of the commitment we have made in providing the highest level of advice and personalized service to our clients. We work for you, not someone else. If you are an existing client, thank you for the trust you have placed in us to help you achieve your goals. If you are new to us, welcome to our family. We invite you to explore our new site and get to know us.
We are proud of the impact we have made on our client's lives and the community that has supported us over the past two decades. Here’s to another 25 years!
Paul V. Orazio, CFP®
President and Co-Founder
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
An increasing number have been developed to help individuals with their personal finances.
There’s a link between debt and stress.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The item most homeowners forget on their home improvement project checklist is insurance.
Here are 4 great, and sometimes unexpected, places to raise a family.
How long does a $20 bill last?
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you have causes that you want to support with donations? Here are three tips.
Investors seeking world investments can choose between global and international funds. What's the difference?