Young couple holding hands at Percivals Landing in Olympia WA

Insurance Umbrella for Life’s Rainy Days

Planning for the future means you’ll be able to meet it with a firm financial footing.

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Update on WA State's New Long-Term Care Tax

Learn more about the nation's first-ever state-run long-term care insurance program.

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Investing for the Long Term

Jason Andrew, Financial Advisor with OFS Financial Services believes in trust, transparency and integrity from day – and dollar – number one.

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Building Your Retirement Investments

Are you doing these things to prepare for your future?

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Pay off your Mortgage or Invest?

Find out Jason's thoughts on this question we often hear from clients.

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Traditional vs. Roth IRAs - Do you know the difference?

Listen to these key points to consider when deciding which account is right for you and your family.

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OFS Financial Services

INVESTMENTS | FINANCIAL PLANNING | INSURANCE

Trust, transparency and integrity are everything, especially when it comes to securing your financial future. At OFS Financial Services, we are part of the Olympia Federal Savings family so you can rest assured knowing we provide our clients with straightforward, honest and caring support and financial planning.

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Planning Process

Your OFS Financial Services team will advise you through 1:1 strategy sessions, deploying professional resources such as our real-time Money Guide tool to help track your progress toward pursuing life’s biggest goals. We offer a variety of investment options to fit your needs.

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News & Insights

See the latest news, office updates and events from OFS Financial.

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Our Philosophy

At OFS Financial Services, we listen to our clients needs and put people above the bottom line to help set them up for success in pursuing their most important financial goals.

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News & Insights

Building your Retirement Investments

Saving for retirement is important. It is an investment in your future. That’s why Jason helps to take a look at plans for retirement by offering investment products and providing customers with sound financial advice on investments for their future. Every person is different with unique dreams and there are many different options to help you…

Motivational quote written on a calendar says "Make it Happen"

Five Tips for Financial Planning in 2021

To do that, Jason Andrew, Financial Advisor and 15-year financial services veteran shares his top five tips to plan for the year ahead. 1.) A Look Back Now is a great time to evaluate how you’re doing in terms of the financial goals you set at the beginning of the year, because it isn’t too…