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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
What’s the deal with your yearly free credit report?
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
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.
What does your home really cost?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Making the most of surprises is a great reason to work with us.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.