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How We Work

Our firm specializes in secure retirement distribution plans as well as proven strategies for your accumulation plan. If you are retired or approaching retirement, please take the time to explore our website and the wealth of information therein. We offer personalized, hands-on service educating our clients about financial concepts and products. Investing, insurance, legacy planning, and preserving wealth does not need to be a mystery.

We understand the many challenges of retirement today and know a significant concern for many is outliving their money. We focus on money management and multiple distribution phase strategies; when you take money out. OCM is with you in person to help you make changes when your goals or needs change. 


  • Bonds 
  • US Government Bonds


Money managers with exit strategies that have proven track records of downside protection


  • Dividends
  • Fixed Annuity Non- Variable 
  • Tax Advantaged Bonds 
  • Roth IRA 
  • SEP IRA 
  • Brokerage Account  


OCM uses over 40+ strategies 

  • Call today for a list of top Money Managers we utilize on your behalf.
  • OCM proprietary managed options team 
  • OCM uses over 40+ strategies only offered through a Registered Financial Advisor 

Financial Planning

  • Total Dollar Coordinated retirement plan 
  • Legacy Plan
  • Tax Planning 
  • Handicap Persons Planning
  • Social Security Plan 
  • Debt Reduction Plans


  • Disability Income Insurance 
  • Life Insurance 
  • Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (856) 938-9617 | (609) 560-2514