With over 20 years of insurance and financial services experience, OID seeks to offer solutions that compliment a holistic approach to wealth management. Our team is comprised of licensed financial professionals that understand there isn’t a one-size fits all financial plan. Each investor is different and their investment vehicles should mirror their wants and needs. With access to the leading insurance providers and multiple product lines, our team deploys an investigative approach when sourcing the appropriate products for your clients. Be confident knowing you are the advisor in the relationship and we simply lend expertise in an area you may not have the time to dive into. Incorporating insurance solutions in a holistic financial plan is what we do and we can’t wait to assist you with your client’s insurance needs.