Services

For Every Season Of Life

Financial matters can feel overwhelming and daunting even for the most experienced business, military and medical professionals. Providing continued education that will equip confident decision-making and fuel your future planning is our top priority, strengthening our working relationship and setting your feet firmly on the path to future success.

Our core purpose is to help our clients achieve the peace of mind they deserve so they can devote more time and attention to the people most important to them.

Danijel and the OWS team recently delivered a financial brief to our command unit and I have to say, they came through on every promise to provide actionable insights, functional knowledge and life-changing takeaways that our sailors could immediately apply to their daily living and future success. We’ve had other presenters on site, and always felt their presentations leaned more into selling their products and less into serving our military personnel. The OWS team arrived with a clear commitment to educate and serve, and we continue to receive positive feedback and gratitude from our unit as a result of having OWS on site to equip them with the tools and resources they need to confidently navigate military life while also achieving their personal financial goals. *

Jim F.Master Chief, United States Navy

Danijel and the OWS team have always provided crucial support and genuine interest in my financial success. Military life is filled with complex decisions, ever-evolving life circumstances and challenging unknowns. I’ve found myself stationed all over the world over the course of the past several years, and OWS has kept pace every step of the way. Their accessibility is a constant reassurance and they've provided the thoughtful insights I’ve needed to make sure my personal finances are well-managed and my family is well-protected, both today and tomorrow. *

Dr. Tom P.Lieutenant Commander, United States Navy

Danijel delivers every step of the way. He works with the highest level of integrity, transparency and genuine interest in your unique needs and requests. The OWS team is efficient, effective and committed to exploring the best strategies to execute on your personal and professional goals, even if that means recommending a competitor or service outside of his direct sphere of influence. The OWS team is trustworthy, capable and committed to your success. *

Dr. Michael L.Plastic Surgeon

The OWS team has always been right on the money. Their commitment and service go far beyond the generic management of my professional needs that I have encountered elsewhere. They are each personally interested in my success and my day-to-day routines. I’m incredibly grateful for the educational aspect of the OWS process and the candor of our conversations. I absolutely believe that every family needs someone like Danijel to make sure no stone is left unturned when it comes to your protection and your future. *

Chris R.Business Owner, Software Development

The OWS team's approach to education and client management is both innovative and relatable. Their strategies deliver a comprehensive view that allows me to confidently set and achieve goals that protect my interests while also expanding on my future. I would highly recommend the OWS team to anyone and have been extremely pleased with their service, accessibility and commitment to my success. *

Jeff J.Business Owner, Military and Industrial Manufacturing

Danijel and the OWS team are outstanding. Their ability to prioritize their time to actively listen to my needs, decipher and deliver on actionable strategies and establish those connections that will chart my course towards substantial success are both remarkable and refreshing. They have an impressive network of expert professionals and industry peers that never hesitate to assist when called. The OWS team's reputation and integrity are unmatched. Having someone you can trust completely to always work with your best interests in mind is invaluable. *

Marc H.International Real Estate Speaker and Trainer, Wealth and Entrepreneurial Strategist

Danijel and the OWS team have been a pleasure to work with over these last 5 years. They really go above and beyond at every turn. They work very hard and are proven experts in the field, continually exceeding our expectations. We feel informed and equipped as we confidently map out our future success. *

Aaron L.Digital and Social Marketing Expert

I will always recommend Danijel and the OWS team as the best of the best. I have been working with Danijel for several years, and stumbled into a particularly difficult season of change in my personal and professional life. Danijel was patient, exceptionally supportive and really went above and beyond as I navigated some of the most challenging decisions I have ever encountered. I lived out his deep commitment to his clients firsthand. Not every professional provider would be so willing to be so available during such a difficult time, but Danijel and his team never hesitated. I would not have survived that season of life had it not been for their insights, wisdom and attentive commitment to delivering their very best. *

Katy B.Entrepreneur and Small Business Owner

* Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

Medical Professionals

We are uniquely equipped to serve medical professionals, surgeons, physicians and industry colleagues, providing responsible financial management that acknowledges the specific challenges you encounter and determines how best to strategize for debt management, so that you are effectively staged for future sustainability and success.

Military Personnel

We are passionately committed to equipping and empowering military members and their families to confidently set and help achieve their financial goals. It is our duty and honor to make sure you have access to the very best information and opportunity when it comes to protecting your loved ones and your livelihood.

Military Commanders seeking more information, please see our  5Ws Financial Brief.

Business Owners and Entrepreneurs

Building a successful business involves a variety of complex decisions and long-term strategies that cultivate a competitive, flexible environment within a solid framework that effectively plans for your marketplace. We are able to review your financial strategy as a business owner – from startup to succession – to develop, refine and help achieve your professional goals.

Entertainers and Athletes

We keep pace with our high profile clientele, providing the diligent care and necessary intentionality that helps ensure your families are protected every step of the way; developing the strategies and long-term plans that responsibly manage your success. We understand that you need to fully focus on what you do best, knowing your finances and future are well in hand.

You have goals. We want to help you reach them.

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