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List Of Services

At The O’Day Group, our core focus is to guide our mutual clients as they Live for Today, Plan for Tomorrow and help them Succeed in Life. Our “Live, Plan, Succeed” philosophy has served our clients well for over 30 years. As both an independent and fee based financial planning firm, we provide objective, client- centered financial planning advice. This allows us to offer the highest level of service to our clients. In addition to our fee-for-service financial guidance, many clients elect for us to assist them in reaching their financial goals and protecting their families with proper savings/investment programs as well as suitable insurance plans.

Retirement Planning

Decumulation planning

Business / Succession planning

Social security calculations

Budget and cash flow analysis

College and debt strategies

Insurance review (life & disability)

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    The Online “Wealth Vision” Platform

    Personal online, secure financial website

    Account aggregation for easy monitoring and accountability

    Budget setup & Track spending

    Digital vault for storing documents such as wills, passports, insurance policies.

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    Investment Resources

    401(k) management service

    Fidelity® investment platform

    401(k), 403(b), & IRA rollover(s)

    Investment policy statements

    Risk assessment /asset allocation

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    Long-term Care Planning

    Transition planning

    Long-term care policy analysis

    Registered nurse on staff for long-term care underwriting concerns

    Avoid asset spend down

    Manage tax liabilities

    Manage and leverage assets

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      Divorce Financial Planning

      Asset discovery / recovery

      QDRO and pension calculations

      Collaboration with attorney

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      Estate Planning

      Generational planning

      Inheritance tax, estate tax, and probate concerns

      Efficient wealth transfer

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      Summary: Helping people is simply our passion and has been since 1978. It is an exciting time as our team and the value we provide our clients continues to grow. Together we look forward to consistently delivering valuable services that benefit our esteemed clients and their families.

      For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  (302) 737-4700