Broker Check

Areas of Concentration

Pre-retirees and Retirees

At A2 Investment Solutions, a significant portion of our clientele are those who are planning on retiring within 10 years and those who are already retired. It is very important at this stage of your life to work with a Financial Advisor that understands your situation and listens to your retirement plans and goals. When you are in your early and middle stages of your working years you can afford to be in more aggressive investments. However, as you embark on retirement or have already retired, it is of the utmost importance that your investment philosophy be geared towards protecting against downside risks while still hoping to achieve nice upside returns. A2 Investment Solutions puts great attention in listening to your retirement plans and goals, making sure you stay on the right path to have a long and prosperous retirement.

Divorced or Soon-to-be-Divorced

A2 Investment Solutions understands the importance of helping those who are divorced or those who are soon-to—be-divorced with their financial planning. Prior to commencing his financial advisory career, our President, Joseph P. Okros, was the Managing Partner of a Law Firm for 16 years that handled over 300 divorce cases. Joe states, “Going through a divorce is an incredibly difficult and confusing time for people. You are worried about yourself, your children, your future, etc., and often your financial situation gets overlooked. As a couple, you were most likely working with one Financial Advisor, but now that you are divorced, it is highly recommended that you seek a Financial Advisor of your choosing. While we work with a variety of people, we often serve women who are becoming financialy independent for the first time. After having handled numerous divorce cases, I have a great understanding of the detailed care and attention that are required to take care of a divorced or soon-to-be-divorced individual’s financial matters, which then allows them to focus on their children and their own emotional well-being”.

Business Owners

A2 Investment Solutions has tremendous respect and admiration for those who took a chance and started their own business. We understand how much time, focus, and attention it takes to run a business. This often leads to a business owner’s financial situation not receiving the proper care and attention that it requires. We realize how hard the business owner worked to achieve their wealth, and it is just as important that we help the business owner preserve and grow their wealth. At A2 Investment Solutions, we put the same amount of attention and care into your financial matters that you put into running and managing your business.