01. About Us

We are dedicated to providing investment management and strategic wealth planning to businesses and individuals. Simply put, we strive to be our client’s trusted advisor. 

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02. Our Philosophy

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.

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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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Our Services

 

Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking...
 

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you can...
 

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully...
 

Managing your Finances

Managing your finances is an important component to any financial security plan. Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis. From mortgage payments to tax savings...
 

Asset Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and...
 

Business Succession Planning

When entrepreneurs start a business, the last thing on their minds is succession planning. Most business owners spend a lot of time – as they should – on Operations Plans, Marketing Plans, Capital-spending Plans, Maintenance Planning, Staffing Plans…and more. But what about Succession Planning...
 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. Many of the institutions of art, sciences and education are supported in...

Our Team

Jarrett Osborn

President
josborn@summitfn.com
(954) 963-3300

Jarrett Osborn is President of Osborn Financial Group, Inc. He entered the financial services industry in 1994, and was previously affiliated with Lehman Brothers (New York), Prudential Securities (NY and Florida), and Raymond James Financial Services.  Jarrett is a graduate from the University of Massachusetts at Amherst, where he earned a B.S. in management and a minor in Economics. He is active with various charitable organizations-Kids in Distress being his favorite. Jarrett is also an avid athlete and participates in various triathlons around the South Florida area as well as coaching youth soccer in the Dade/Broward area. Jarrett is happily married to Debbie Osborn with two children, Lilah and Jesse.

Jarrett S. Osborn is a Registered Representative with Cetera Advisor Networks. (Member FINRA & SIPC).

Ready to get started? Contact us today!

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Blogs

5 Tax-Saving Strategies to Keep More of Your Money

Jarrett Osborn |
Categories
Tax Planning
Retirement
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...

How to Dive into Business Succession Planning: 10 Key Questions

Jarrett Osborn |
Categories
Investments
Finance
Tax Planning
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan. 1 Why? Many business owners say they haven’t put together a succession plan...

How to Stay Invested in Volatile Markets Without Losing Sleep

Jarrett Osborn |
Categories
Investments
Risk Management
Savings
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive. But here’s the thing: While market fluctuations are inevitable, maintaining a disciplined investment approach has historically helped investors stay on track toward their financial goals. If market swings make you nervous, don’t worry. You’re not alone. We’re going to walk through some key strategies to...
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