Make Time to Make the Decisions Now

If you put off making a decision, that's a decision in itself.

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Moves to Make Before Summer Ends

5 smart money moves to make before fall.

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Investment Strategies for the Road Ahead

How to build and manage your wealth in the next year.

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Get Started with a No Obligation Consultation

Ready to sit down and have a chat to see how we can help you plan for 2025 and beyond?

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Four Benefits of Working with a Financial Advisor

While most people think of an advisor as someone who makes investment recommendations, there is so much more to a healthy and productive relationship.

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Creating Generational Wealth through Charitable Giving

Build a legacy that benefits both your family and the causes you care about

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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

Here at OFS Financial Services, we prioritize our clients’ needs and focus on people over profits, guiding them towards success in achieving their most important financial goals.

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News & Insights

6 Ways to Stay Ahead of Rising Retirement Costs

Retirement should be a time of stability, enjoyment, and freedom—but rising costs can potentially put a strain on even the most carefully planned budget. With thoughtful planning and tailored strategies, you can reduce inflation risk and help protect your financial stability in retirement. This article outlines key risks and explores six strategies to help you…

September Market Update

Please join us for an Economic Market Update on Wednesday, September 17, 2025 @ 12pm (Noon) PST. Grab a cup of coffee or sit down with lunch and join us virtually as Jason breaks down what’s happening in the markets this month, what it could mean for you, and how to stay on track with…

A Decision Not Made Is Still a Decision

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision is better than no decision at all.” This investment inaction is played out in many ways, often silently, invisibly, and with potential consequences to an individual’s future financial security. Let’s…