Welcome to The O'Hagan Group
The O'Hagan Group is a financial advisory firm dedicated to assisting its clients in achieving their financial goals through customized, comprehensive, objective advice based on the client's unique situation and retirement goals.
We specialize in retirement planning, wealth transfer planning, life insurance and the Pilot Retirement Account Plan (PRAP) for United Airline industry employees. We also assist our clients with wills, trusts and power of attorney in a manner suited to the individual and his/her family. Many of our advisors are current or former airline employees, which provide us with a unique understanding of how airline employee benefit programs work.
With our expertise we have successfully assisted several clients in reinstating large sums of employee benefits that were initially denied to them and their families. Our team members each contribute their own special talents to provide the best possible service to each client. We pride ourselves on providing superior, personal service while at the same time we strive to make the confusing financial world simple for our clients.
The O'Hagan Group has offices in Bethlehem PA and Morris IL and we are licensed and proudly serving clients in 44 states... Read more
To check the background and qualifications of our Investment Advisors, they are available for free on FINRA’s BrokerCheck website.
Wealth Transfer Planning
"A" Plan Quick Retirement
Advisory Services offered through KMS Financial Services, Inc.
Headquarters at 2001 Sixth Ave. Suite 2801, Seattle, WA 98121
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL.
NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any invesment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the infomration is not intended for you
©2016 The O'Hagan Group, Inc. All Rights Reserved