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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.
Learn how you can bring order to and totally streamline all of your financial affairs in one complete, private and secure online place.
Financial Planning involves so much more than number crunching. Learn how "Creative Thinking" can positively impact your financial decision making.
Learn about why you should seek out a CFP Professional to help guide you with all of your financial planning needs.
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".
It's possible to manage how much of your Social Security is taxed.
5 Smart Investing Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
Principles of Preserving Wealth