01. About Us

We are a full-service financial firm committed to helping people pursue their financial goals.

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02. Our Philosophy

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.

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03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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Meet Your Advisor

David Ocasio

Chartered Financial Consultant®

I deliver retirement solutions. In my practice, I tend to focus on capital preservation and retirement income planning. I bring over 20 years of experience with highly dedicated support. I'm an advocate of education in retirement planning and have helped many families, pre-retirees and retirees create the retirement of their dreams.

As a Chartered Financial Consultant® (ChFC) as well as a fiduciary advisor, I deliver a unique blend of experience and knowledge to families I work with.

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Ocasio Financial Services is a full-service financial firm committed to helping families, pre-retirees and retirees create the retirement of their dreams.

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Blogs

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket. Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter financial decisions and sidestep costly mistakes. Let’s dive in. 1. Adjust Your Withholding to Avoid Surprises Getting a big refund might feel...
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and financial goals, which are unique to everyone. However, high-net-worth individuals (HNWIs) often share one common objective: reducing their tax obligations to the absolute minimum allowed by law. Achieving this often involves leveraging specific strategies and tools that can work together to...
David Ocasio |
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How many of your financial choices are based purely on logic? It could be fewer than you think. That’s because most of us make money decisions with our emotions in play. 1 With that, certain biases can follow. When they do, those biases can lead even the smartest, best-intentioned investors astray. Here’s how to recognize three common biases - hindsight bias, fear of missing out (FOMO), and survivorship bias - and avoid their traps. The...

Educational Videos

 

The Very High Cost of Waiting to Save for Retirement

 

What’s Your Risk Management Plan?

 

3 Key Elements to Early Retirement Success