Broker Check

Oarsman Capital Announces the Milestone Series

November 05, 2019
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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.