Licensed • Education‑First • Client‑Centered
Empowering Families & Professionals to Build Wealth That Endures
We craft lifelong strategies that protect income, grow wealth, and preserve your legacy — delivered by licensed advisors who put education and integrity first.
Protection for your family & income
Growth strategies tailored to your goals
Clear guidance with zero jargon
Your Partner in Financial Freedom, Security, and Peace of Mind
Founded by Dr. Oscar Atumah, Springfield Financial was created to give individuals, families, and business owners a smarter, simpler path to financial confidence. Every recommendation begins with your story — not a pre-set product.
We know that money decisions can feel overwhelming — especially when you’re trying to protect your family, prepare for retirement, and build a legacy all at once. That’s why our process starts with listening. We take the time to understand where you are today, where you want to go, and what truly matters most.
From there, we design strategies that balance protection, growth, and flexibility so you can move forward with clarity and confidence. No pressure. No jargon. Just honest guidance aligned with your goals and values.
Integrity & Transparency
We recommend only what fits your needs — explained clearly, with full disclosure of costs and trade‑offs.
Education‑First Advice
We simplify complex choices so you understand how each strategy protects or grows your wealth.
Who We Serve
Designed for People Who Take Their Future Seriously
Springfield Financial works with clients who want clarity, structure, and accountability around their finances — not quick fixes.
High-Income Professionals
Driven achievers with strong careers who want their money organized, protected, and working smarter.
Growing Families
Parents building a stable life who want security, clarity, and a solid foundation for their children.
Pre-Retirees
Hard-working individuals nearing retirement who want confidence and direction for the years ahead.
Business Owners
Entrepreneurs who want structure, protection, and a clear plan for their growing company.
The Principles That Guide Every Recommendation
Behind every strategy is a set of core beliefs. These principles shape how we plan, how we protect, and how we help you build wealth that truly serves your life and legacy.
Protection first
We secure your foundation before chasing growth — so your income, family, and future are protected against life’s “what ifs.”
Wealth with purpose
Your money should support your values, goals, and family — not just create bigger numbers on a page.
Long-term partnership
Life changes. We’re here to review, adjust, and refine your plan over time — not just set it and forget it.
Legacy that lasts
We help you think beyond today and design strategies that can benefit the next generation and the people you care about most.
Services
Tailored Financial Solutions for Every Stage of Life
No two clients are alike. We design plans around your goals, income, time horizon, and comfort with risk. From foundational protection to long-term growth, your strategy evolves as life changes.
Life Insurance & Income Protection
Protect your family’s financial security with coverage that replaces income, settles obligations, and supports long-term stability.
• Term Life
• Whole Life
• Indexed Universal Life (IUL)
• Final Expense
Financial Foundations & Family Planning
Build strong financial fundamentals to support your family’s stability and future goals.
• Family Protection
• Savings Structure
• Emergency Planning
• Goal Mapping
Retirement Income Planning
Create a reliable income plan that supports your lifestyle throughout your retirement years.
• Annuities
• 401(k)/IRA Rollovers
• Roth IRA Strategies
• Lifetime Income Options
Business Owner Protection & Planning
Safeguard your company, people, and succession with strategic, long-term planning.
• Key Person Coverage
• Buy-Sell Agreements
• Employee Benefits
• Succession Planning
Wealth Accumulation & Tax-Smart Growth
Grow long-term wealth with structured, tax-efficient strategies aligned with your goals.
• Indexed Accounts
• Tax-Deferred Growth
• Compound Strategies
Important Information
Insurance and financial products are offered by licensed professionals. Suitability depends on your objectives, time horizon, financial situation, and risk tolerance. Illustrations are for educational purposes and not guarantees of future performance. We do not provide tax or legal advice.
We Combine Knowledge, Ethics, and Personalized Care
Licensed Professionals
Our team is fully licensed and held to rigorous standards for your protection and peace of mind.
Tailored to You
We simplify complex choices so you understand how each strategy protects or grows your wealth.
Transparent & Educational
We explain options, costs, and trade‑offs so you’re confident in every decision.
Compliance & Integrity
We follow state regulations and best practices — no unrealistic promises or pressure.
Trust & Credentials
Licensed. Ethical. Client‑Centered.
Springfield Financial operates under License Number NAA529684. We uphold strict standards of ethics and suitability in every recommendation.
• Clear documentation and disclosures
• Product‑agnostic, needs‑based guidance
• Ongoing education and support
Important Information
Springfield Financial is an independent financial services organization. We do not offer tax or legal advice. All recommendations are made by licensed representatives based on client objectives, time horizon, financial situation, and risk tolerance. Availability of products may vary by state.
Ready to Take Control of Your Financial Future?
Schedule a complimentary consultation with a licensed advisor and explore options tailored to your goals.
Springfield Financial
• Education over pressure — we lead with guidance, not pushy sales tactics.
• Client-first recommendations that must align with the client’s goals and needs.
• Continuous improvement — training, feedback, and coaching to help you grow every year.