Build an Amazing Life
with Insurance
Find Health Coverage That’s Right for You
Don't Call it a Dream, Call it a Plan
Why You Need This
eBook:
Are you relying solely on your 401(k) or IRA for retirement? You could be leaving thousands of dollars on the table while exposing yourself to higher taxes and market downturns
.
In this free eBook, you’ll learn how to:
✅ Protect your retirement savings from market crashes
✅ Generate tax-free income using an Indexed Universal Life (IUL) policy
✅ Avoid the hidden tax traps of traditional retirement accounts
✅ Create a sustainable, flexible income stream that lasts a lifetime
📩 Download your FREE copy today and take control of your financial future!
Ozias Finance
Trusted Financial Planning and
Insurance Experts
Empowering individuals and families with personalized solutions to protect, grow, and secure their financial future. Your goals are our priority.
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Ozias Finance
Our Holistic Financial Approach
Retirement
Planning
Owns a property or has even rented a...
Annuity
Covers the loss of income that a business...
IUL
Additional benefits such as health check up,benefits...
Ozias Finance
We Help You Build and Secure Your Financial Future
Providing trusted financial solutions and tailored strategies to help you achieve your long-term goals with confidence.
Comprehensive Financial Strategies
Personalized solutions designed to protect and grow your wealth.
Complete Control Over Your Plan
Empowering you with flexible and transparent options for financial success.
Fast & Simple Process
A streamlined approach to ensure your journey to financial freedom is smooth and hassle-free.
Maximize Growth, Minimize Taxes
Strategic planning to help you retain more of your wealth and achieve lasting financial security.
Our Team Member
Meet Part of Our Team
Dave Nelson
CEO
Dave Nelson
Senior Specialist
Dave Nelson
Senior Advisor
Adam Taylor
Managing Director
Our Team Member
Transforming Financial Futures Every Day
" They really opened my eyes to smarter financial strategies. I came in for insurance and left with a clear plan to grow and protect my money. "
Jeff D.
"They opened my eyes to smart investing. I came for a savings account and left with a plan to grow my wealth."
Jessie J.
"They improved my understanding of tax-saving. I inquired about college funds and departed with a plan to maximize resources."
Robert J.
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Learn How to Build Tax Free Wealth
Most Americans don't realize that a tax free retirement is possible. We help individuals discover tax free strategies, and help determine which strategy is your best fit.