Michael Oana Retirement Planning Specialist

05/30/2026

Congratulations to Michael Oana on the release of his new book, The Financial Advisor’s Guide to Building Trust.

Drawing on decades of industry experience, Michael shares a powerful framework for how financial professionals can build trust, loyalty, and long-term growth through meaningful client experiences – not just numbers and returns. The book explores why relationships are built through shared moments, thoughtful hospitality, and intentional follow-up.

We’re proud to celebrate Michael’s achievement with the release of his new book! Please be sure to order your copy. We'd love to hear your feedback on Amazon. Your insights not only support Michael but also help others discover the book.

Thank you for your continued support!

05/27/2026

We’d love for you to join us at our upcoming event! Please see the attached invitation for details.

It’ll be a great opportunity to connect and enjoy some pinot & popcorn. We hope to see you there!

Feel free to RSVP on our website ( www.michaeloana.com/events) or call/text ( 803-790-8989 ) to reach out with any questions.

05/23/2026

To RSVP Visit: www.michaeloana.com/events

05/20/2026

In honor of Memorial Day, our office will be closed on Monday, May 25.

If you have any requests that need attention prior to the holiday, or if you have any questions, please don’t hesitate to reach out before the closure. Please call/text our office 803-790-8989 and we’ll be happy to assist you.

We hope you and your families have a safe and meaningful Memorial Day weekend.

05/15/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

05/14/2026

Markets are high, risks are real—but so are opportunities. With solid growth and cash on the sidelines, pullbacks don’t have to be scary. Staying flexible and opportunistic still matters.

Markets are at record highs—but it’s not all smooth sailing. Inflation and global headlines may stir up some bumps, and rate cuts may be harder to come by.…

05/13/2026

Happy Mother’s Day to all the incredible moms, grandmothers, and caregivers who make such a difference every day. We hope you had a joyful weekend with the ones you love most. 💐

We’re also grateful for the trust you place in our team. If you know someone who could benefit from retirement planning guidance, we’d love to welcome them to our upcoming educational event:

Tune Out the Noise
Hosted by Michael Oana & Rich Holmes, Regional Director from Dimensional

📅 Tuesday, June 23, 2026
⏰ 4:20 PM – 6:30 PM EST
📍 Nickelodeon Theater, Columbia, SC

RSVP here: www.michaeloana.com/events/nic-at-night

This event has been funded in part by Dimensional. This event is purely educational. No products or services will be offered for sale and there is no obligation.

Michael Oana Retirement Planning Specialist is an independent company. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Rich Holmes is not affiliated or registered with Cetera Wealth Services, LLC. Dimensional is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by them is in no way related to Cetera Wealth Services, LLC or its registered representatives.

05/13/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.