Broker Check

Oarsman Capital Announces the Milestone Series

November 05, 2019

Oarsman Capital introduces the Milestone Series. The Milestone Series targets important financial considerations based on client age. Oarsman clients receive a Milestone flyer when they reach a financially important milestone birthday with information specific to that age, such as a social security date. Oarsman’s Milestone Series brings these items to light and encourages client communication and knowledge.