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OFC Financial Planning … Bringing You Order From Chaos

Chaos (kâ’ä s’) n. extreme confusion or disorder

Everyone can relate to chaos in his or her life—it takes many forms and can present itself when you least expect it. Hectic lifestyles can quickly become chaotic. Balancing leisure activities and a career can make for a chaotic schedule.

Needless to say, chaos can also affect your finances.  Many people realize there are financial issues they need to take care of, such as:

  • Estate planning
  • College funding
  • Creating a systematic and sensible investment plan

However, despite the best of intentions, their busy lifestyle prevents them from addressing these important issues, leaving them with a gnawing feeling that their financial life is out of control . . . and chaotic.

This is where OFC comes in—we bring order out of financial chaos. With over 15 years of Wall Street experience, we understand the lifestyle led by high-earning professionals and can create substantive, successful strategies and organize your financial life.

Your demanding career, your drive to succeed, and your desire to truly enjoy your wealth may all present some financial questions you’re too busy, not ready, or ill-prepared to answer.

OFC will answer your questions, resolve your issues, give you the freedom that comes from knowing your finances are under control and allow you to live life to its fullest.

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35 Canoe Brook Rd.
Short Hills, NJ  07078
Phone 973-258-1007   Fax 973-215-2117

OFC Financial Planning, LLC (“OFC”) is a New Jersey state-registered investment adviser located in Short Hills, NJ.  OFC and its representatives are in compliance with the current filing requirements imposed upon New Jersey and SEC registered investment advisers.  OFC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. OFC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of OFC’s web site on the Internet should not be construed by any consumer and/or prospective client as OFC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by OFC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of OFC, please contact the New Jersey state securities regulators for complete list of states in which OFC is registered. 

In the alternative, enter the firm’s CRD number (133846) in the following SEC website to determine all of the firm’s state registrations, as well as view the firm’s Form ADV Part I disclosure document: http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_OrgSearch.aspx
A copy of OFC’s current written disclosure statement discussing OFC’s business operations, services, and fees is available from OFC upon written request. OFC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to OFC’s web site or incorporated herein, and takes no responsibility therefor.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

©2017 OFC Financial Planning, LLC. All rights reserved.