Welcome to the O'Hagan Group
We specialize in retirement planning, wealth transfer planning, life insurance and the Pilot Retirement Account Plan (PRAP) for United Airline industry employees. We also assist our clients with wills, trusts and power of attorney in a manner suited to the individual and his/her family. Many of our advisors are current or former airline employees, which provide us with a unique understanding of how airline employee benefit programs work.
For us to help you, we need to know you. Of course when we sit down we gather your facts and figures, but you are not just those things. You have hopes, dreams, and ambitions. We can help you make your plans today that will ensure your tomorrow.
Airline benefit packages are unique and our specialization in the industry has taught us exactly what to look for when verifying all documentation relating to your benefits. Due to our expertise, we are proud to have successfully assisted in the reinstatement of hundreds of thousands of dollars in lost employee benefits to our clients and their families. The members of The O'Hagan Group each contribute their own special talents in a team effort to provide the best possible service to each client. Providing superior, personal service is our top priority; we make the confusing financial world simple
We realize that the days of logging-on to your benefits website with your ID and password are gone forever. Today, multiple logon ID's, several passwords, numerous security questions, and dozens of websites to navigate are the norm. We keep track of these for you. Have questions? The O'Hagan Group has the answers you need with one phone call. While we don't claim to know everything, we know that almost every question has an answer, and we know where to go for those answers.
Finally, we know that financial theory and financial reality are often widely separated. At The O'Hagan Group, we understand the theory, and deal with the reality. Your goals for the future are our reality and we will help you map the path to reach them.
The O'Hagan Group has offices in Bethlehem, PA and Chicago IL and we are licensed and proudly serving clients in 44 states. Please contact us today to learn more. Download a copy of our Client Relationship Summary.
To check the background and qualifications of our Investment Advisor Representatives, they are available
for free on FINRA's BrokerCheck website.