Financial Planning

Financial and Retirement Planning

Our retirement planning process helps connect your investments with your real-life aspirations. We provide financial guidance individually tailored to each and every one of your goals – not the financial markets. Our approach puts your priorities first and takes every one of your financial goals into consideration as we develop a successful retirement strategy that fits your needs. 

When you work with an ODCM financial advisor, your financial plan is not a “set it and forget it” snapshot of your investments. It’s a dynamic financial guiding system that evolves as your life circumstances, goals and priorities change. Our team works with you to keep you on track.

There will always be challenges, whether they are personal or related to your investment strategy. We have experienced advisors to guide you through the process and help you make informed decisions and answer important questions you may have:

  • How can I fund my children's college education and still plan for retirement?
  • Can I reach my goals with my current investment strategy?
  • How do plan for unexpected events such as disability or death?
  • What is the right amount to leave to my children and their children?
  • How do I ensure my legacy?
  • How do I minimize tax burdens?
  • How do I establish health care directives, powers-of-attorney, guardians and trustees?

 

Estate Planning

Trust administration and estate planning can be very complex. Decisions need to be made that can be both stressful and overwhelming. Our highly trained and experienced Advisors can provide expert guidance with respect to your estate plan.

 

What We Offer:

  • Estate Planning

We ensure our clients’ interests, beneficiaries, and assets are protected. We’ll also make sure that taxes are managed efficiently with clear goals and objectives.

  • Tax Planning

Our knowledgeable and experienced professionals will help ensure your beneficiaries and assets are protected and that taxes are managed consistent with your goals and objectives.

 

With You Every Step of the Way

To ensure that you arrive at your desired financial destination, we will continuously monitor your portfolio and will make necessary adjustments. Maybe you got a promotion, had a child, or experienced a health issue? Change happens. Not only do your life circumstances evolve, but your priorities may change as well. What may have been monumentally important just a couple of years ago, may not be as significant today. Your ODCM advisor is by your side to help keep you on the desired path.