Business Spotlight

Osborn Financial Group: Comprehensive Financial and Insurance Services

Osborn Financial Group: Comprehensive Financial and Insurance Services

July 30, 20243 min read

Osborn Financial Group, led by founder and principal Jarrett Osborn, is a full-service financial and insurance company offering a wide range of services tailored to meet the diverse needs of its clients. Established with a commitment to "Service, Service, Service," the firm operates on the principles of personalized care, comprehensive solutions, and a deep-seated passion for helping clients secure their financial futures.

Jarrett Osborn began his career on Wall Street in 1994, gaining valuable experience with firms like Lehman Brothers, Prudential Securities, and Raymond James. This extensive background in financial services laid the foundation for Osborn Financial Group. In response to the evolving needs of his clients, Jarrett expanded the firm's services to include health and life insurance, recognizing the significant overlap between wealth management and insurance products.

Osborn Financial Group stands out for its dual focus on both financial advisory and insurance services. On the financial side, the firm offers full-service wealth management, including retirement planning, tax-efficient investment strategies, and trust setups. The firm collaborates with attorneys and accountants to ensure comprehensive and cohesive financial planning.

On the insurance side, Osborn Financial Group provides health, life, disability, long-term care, Medicare supplements, and Medicare Advantage plans. By dealing with all major carriers, the firm ensures that clients receive unbiased and best-fit solutions for their needs. This holistic approach ensures that every aspect of a client's financial picture is considered and optimized.

Jarrett Osborn's philosophy is deeply rooted in service and client education. He emphasizes the importance of understanding clients' entire financial landscapes and making informed recommendations that align with their long-term goals. The firm serves a diverse clientele, from individuals to businesses, across various age groups and financial situations.

One of the driving forces behind Osborn Financial Group is its commitment to community engagement and education. Jarrett launched the Osborn Financial Group Podcast to connect with the community, providing valuable insights into financial and insurance topics. The podcast aims to demystify complex financial concepts and offer practical advice, reflecting Jarrett's belief in the power of education to enhance financial well-being.

Jarrett Osborn's approach to business is deeply personal and client-focused. He takes pride in making financial planning engaging and accessible, breaking down barriers that often intimidate clients. His dedication to service is evident in his hands-on approach, supported by a reliable team that includes his long-time assistant, Allison Austin.

Jarrett's personal life is a testament to his commitment to balance and well-being. An avid fitness enthusiast, he met his wife Debbie at the gym, and they have been married for 17 years. Together, they have two children, Jesse, 12, and Lilah, 16, who are both active in sports. Jarrett coaches his son's basketball team at Cooper City Optimist, underscoring his dedication to community involvement and family values.

Osborn Financial Group, under the leadership of Jarrett Osborn, offers a unique blend of financial advisory and insurance services, driven by a philosophy of comprehensive care and client education. With a rich history in the financial sector and a strong commitment to community and family, the firm stands as a reliable partner for individuals and businesses seeking to secure their financial futures.

For more information or to get in touch, visit www.osbornfinancial.com or contact Jarrett directly at jarrett@osbornfinancialgroup.com.

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Jeremy Wolf

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Cooper City Living

JW Media Solutions

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