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OFG Financial Services, Inc. is a full service broker/dealer with corporate headquarters in Topeka, Kansas. OFG Financial Services offers mutual funds through more than 70 mutual fund families and has marketing agreements for variable annuities with more than 40 insurance companies. Our stock and bond trades are cleared through Dain Correspondence Services in St. Louis, Missouri. With more than 100 registered representatives, OFG Financial Services is registered to conduct securities business in 19 states.

Through an affiliated corporation, OFG Planning Services, Inc., OFG Financial Services representatives offer Sec. 125 "Cafeteria" employee benefit plans, group indemnity plans, longterm care insurance and individual life insurance.

Specializing in retirement and investment planning, OFG Financial Services representatives are active in the sec.403(b) tax sheltered annuity market and in the pension, profit-sharing, Sec. 401(k), SEP and SIMPLE IRA markets. With the expansion of the IRA market, our representatives also are active with traditional and Roth IRA's.

Clients generated through the above mentioned markets provide investment opportunities for additional mutual fund and non-qualified annuity sales.

OFG Financial Services also offers investment services through bank investment centers in both Kansas and Oklahoma.

Education & Training

Having a high quality well trained marketing staff is one of the primary goals of OFG Financial Services. Well trained representatives are more productive and have to spend less time doing research to serve the needs of their clients.

Service

OFG Financial Services representatives recognize that service is the key to building a long-term relationship with their clients.

Retirement Plans

Since the emphasis of our business is on retirement and investment planning, our representatives are trained to handle all types of retirement plans.

Mutual Funds

Mutual funds invest shareholder's money in stocks and bonds. When you buy shares in a fund, your money combines with that of thousands of other shareholders with similar investment goals. The fund's professional investment manager invests the money and monitors all investments to make sure they continue to meet the fund's - and the shareholder's - goals.

Variable Annuities

OFG Financial Services started marketing nonqualified fixed and variable annuities in 1972. Since that time, we have signed dealer agreements with more than 40 insurance companies to sell fixed and variable annuities. Our representatives have a broad range of variable annuity products with access to numerous money management companies.

Sec. 403(b)

Our endorsement by the Kansas-NEA covers a period of 30 years and is one of the longest variable annuity endorsements by a state teacher’s association in the nation.

Sec. 125

With more than 20 years of experience in the Sec. 125 business, we are able to provide our representatives expert assistance in developing the Sec. 125 market in their area.

Townsite, bldg. no 2, suite105 • 120 SE 6th Ave. • Topeka, KS 66603-3515 • (785) 233.4071 • fax (785) 233.5746

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