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)
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.
Investment Resources
401(k) management service
Fidelity® investment platform
401(k), 403(b), & IRA rollover(s)
Investment policy statements
Risk assessment /asset allocation
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
Divorce Financial Planning
Asset discovery / recovery
QDRO and pension calculations
Collaboration with attorney
Estate Planning
Generational planning
Inheritance tax, estate tax, and probate concerns
Efficient wealth transfer
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.
info@theodaygroup.com | (302) 737-4700