OWN
Financial
Services Inc.
OWN
Financial
Services Inc.
OWN Financial Services offers group benefits solutions as well as individual insurance and tax-advantaged solutions for companies, companies’ owners, and individuals. We distinguish ourselves by our personalized approach focused on the objectives and needs of our business partners. Our support makes the process simple and easy to implement.
OR WINDISH | FOUNDER & ADVISOR
Financial security advisor
Specialist in Group benefits plans and Annuities,
Individual insurance of persons,
and an Investment Representative.
My clients are my business partners, and their needs are close to my heart. Together, we build personalized financial strategies to meet their needs and help them achieve their businesses and personal finances goals. I hope to have the privilege of working together to help you achieve your financial security goals.
our services
Individual Life Insurances
We believe that a successful fiscal plan should include multiple tools. Life insurance is one of the tools that will allow you to provide a solid base protection to your family and business. Be it to protect your family from mortgage debt, establish an estate plan or as a fiscal strategy, we offer diverse brokerage solutions for your needs.
Living Benefits Insurances
We believe that a person’s most significant asset is not his home or his car but his capacity to earn income. Invalidity and Critical Illness’s protections are excellent tools that will allow you to protect your family and maintain your goals. We offer diverse brokerage solutions to meet your current and future needs.
Living Benefits Insurances
We believe that a person’s most significant asset is not his home or his car but his capacity to earn income. Invalidity and Critical Illness’s protections are excellent tools that will allow you to protect your family and maintain your goals. We offer diverse brokerage solutions to meet your current and future needs.
Group Benefits Plans
Are you having a hard time recruiting new talent? Do you own a successful business or a fast-growing start-up and would like to preserve your qualified employees? Are you a small business owner who is interested in providing medical benefits to your family through your company? Let’s meet and find the right solutions for your company’s specific needs at the right budget for you. We offer brokerage group benefits solutions allowing you to use your company as a jumping board for you and your family’s health while making a positive impact on the life of your company’s employees.
our solutions
We offer diverse brokerage insurance solutions for both our individual and business partners to meet their current and evolving needs.
Individual Insurance solutions
Life insurance
Life insurance is a great tool to help you protect yourself and your loved ones. It will pay a lump sum amount to the designated beneficiaries upon death of the insured person.
Disability insurance
Invalidity insurance provide a predetermine monthly income replacement to help you maintain your financial obligations and goals should you be declared disable due to sickness or injury.
Critical illnesses insurance
Critical illnesses insurance guaranty you a predetermine lump sum to help you maintain your financial obligations and goals should you suffer a stroke, heart attack, cancer, or other critical illnesses.
Business Insurance solutions
Group benefits
Group benefits insurance plan is an excellent tool to help you recruit new talent and conserve your qualified employees in your already successful business or a fast-growing start-up. It can also allow you to provide medical benefits to your own family through your company.
Partnership insurance
Partnership insurance provide funds to allow the purchase of company’s shares from a disabled partner or from the estate of a deceased partner by the remaining partners.
Business Overhead Expense Insurance
Business Overhead Expense Insurance can help a business meet its regular financial obligations such as rent, utilities, and city taxes when an owner is incapable of working due to invalidity.
Key person insurance
Key person insurance helps protecting your business against a sharp decrease in revenues due to the death or disability of a valuable employee or an executive by providing an immediate cashflow to your business.
Affiliated Partners (access to)
