With all of the economic turmoil in the markets, the country and around the world, it’s more important than ever to keep your wealth safe and secure, but also growing. There is peace of mind when your finances are: liquid, safe, guaranteed to grow, protected from taxes, and protected from judgments.

At O&O Financial Services, we specialize in peace of mind! We create a plan that enables you to eliminate debt, provide for your heirs and achieve your financial goals. We help you create your own personal banking system utilizing a whole life insurance policy.

Why life insurance?
Everyone knows the value of what money can buy. However most people, except bankers, forget what money can EARN. Bankers want their money working for them at all times. You should too.

You can accomplish that by using the same financial instrument banks use to park their money where it is guaranteed to grow. BOLI or Bank Owned Life Insurance is held by most banks and recommended by the FDIC. They understand that permanent life insurance is a safe and liquid way to hold and use capital.




Banking with Life