On Target Financial

Our Story

On Target Financial does not presume that products equal planning - Joe knows it's strategy (how you use the tools) which is what counts. He doesn't attempt to fit clients in a box, or give them generic solutions that might work for most people. Rather, he will listen to discern your individual financial objectives, and will plan individually for you.

We also plan cooperatively. Joe will work on your behalf with professionals in other fields, including law, accounting, banking, and insurance, which helps bring together a well-rounded personal planning picture. We provide ongoing client service with regular communication - through monthly newsletters, individual planning reviews, and group educational meetings.

OTF values true independent thinking. That is why we are aligned with one of the most respected independent Registered Investment Advisers in the industry, Cambridge Investment Research Advisers. With Cambridge, we have total independence as to how we operate our business, and they provide all of the back office support an independent adviser requires such as compliance, marketing, licensing and regulatory updates. This freedom allows us more time and energy to focus on our clients.

Disclosure
Investment Advisor Representatives, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and On Target Financial are not affiliated.