About Us

You're Serious About Retirement Planning. We Are, Too.

Most financial advisors are going to tell you how different they are. But we believe, in the end, it’s not the “stuff” that makes a difference. It’s how you feel when you walk out of an advisor’s office or hang up the phone after talking with them.

Our team is different because every person on our staff truly cares about your future. We believe in building long-term relationships with the people who choose us to help them pursue their goals.

So whether you’re new to StrategyPoint Financial, or you’ve been with us for years, we’ll make sure that every day you continue to receive the personal attention and service that made you choose us.

And yes, we know that’s not something money can buy.

Our Mission

We’re driven to change the way people think about retirement. We want to educate, inspire and empower our clients to take charge of their financial futures. We understand that planning for retirement can be complicated, so we strive to simplify the process and, most importantly, make it personal.

Our Partnership with LPL Financial

For more than 30 years, LPL Financial has partnered with thousands of financial advisors to provide investment advisory and brokerage services.

LPL Financial gives you the freedom to choose how you want to work with us by offering industry-leading research, comprehensive solutions and access to robust technology—all backed by powerful account management. As we work with you to develop a customized retirement strategy, LPL Financial has the resources and capabilities to bring it to life.

Together, we can help you retire on your own terms.

Our Team

Jeff Osterman

Founder & CEO

Jeff has spent over 30 years in the financial services industry and started as a Financial Advisor with Merrill Lynch in the late 1980’s. He went on to manage bank and credit union investment programs throughout the Midwest before founding StrategyPoint Financial and developing the Strategic Retirement Workshops, which he and his team currently deliver both online and in-person.

Jeff currently holds FINRA Series 7, 24, 63 and 65 registrations through LPL Financial, as well as Illinois Life, Accident and Health insurance licenses.

Jeff is a die-hard Cubs fan who lives in Downers Grove, IL. He and his wife, Holly, have two grown sons and a pandemic puppy named Jack (Holly’s idea).

Contact Us

1155 S Washington Street | Suite 202

Naperville, IL 60540

T: (630) 534-6000

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

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