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Your Financial Blueprint Rightsizing for Retirement Should I Invest in Gold? The Cost of Procrastination

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Your Blueprint for Financial Success<sup>SM</sup>

Your Blueprint for Financial SuccessSM

The O'Day Group is a family owned and managed, independent financial planning firm. We strive to earn our clients' trust and confidence through a number of valuable services. Our personalized and comprehensive approach to achieving financial balance exists with the intent of helping our clients to "Live for Today, Plan for Tomorrow, and Succeed in Life."SM

Our financial planning process pays close attention to where you have been in your life financially and helps create a foundation for you to build your future financial success upon. We help you to do this by analyzing where you are financially positioned now, and then by recommending what steps will be needed for you to take currently (as well as in the future), in order to help establish and monitor your tailored "Blueprint for Financial Success"SM.

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Create An Investment Plan to Achieve Your Goals

Life In A Box

Life In A Box

Learn how you can bring order to and totally streamline all of your financial affairs in one complete, private and secure online place.

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Creative Thinking

Creative Thinking

Financial Planning involves so much more than number crunching. Learn how "Creative Thinking" can positively impact your financial decision making.

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CFP: Code of Ethics

CFP: Code of Ethics

Learn about why you should seek out a CFP Professional to help guide you with all of your financial planning needs.

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Divorce Financial Planning

Divorce Financial Planning

Receive financial guidance on the most efficient ways to go about separating your finances from your spouse and with how to go about "untying the knot".

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Retirement Income Options

Retirement Income Options

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Let's Look Forward

Let's Look Forward

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War For Your Wallet

War For Your Wallet

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Featured Content

Social Security: By the Numbers

Social Security: By the Numbers

It's possible to manage how much of your Social Security is taxed.

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<p>5 Smart Investing Strategies</p>

5 Smart Investing Strategies

Getting what you want out of your money may require the right game plan.
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Long-Term-Care Protection Strategies

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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<p>Your Cash Flow Statement</p>

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
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<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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