Services
At Oda and Company, we take a comprehensive approach to help you find or develop comfortable, practical solutions for your financial needs with a constant emphasis on value. Our services include:
Financial Planning Strategies
A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:
- Retirement Planning Strategies
- Income Planning Strategies
- College Planning Strategies
- Estate Planning Strategies
- Cash Flow Analysis Strategies
- Senior housing and health care strategies
Wealth Management
We strive to develop a portfolio based on your individual goals and risk tolerance. We can assist with:
- Bonds
- Stocks
- Exchange Traded Funds (ETFs)
- Mutual Funds
- Government Securities
- Brokerage Accounts
- Advisory Accounts
- Fixed Annuities
Business Planning Strategies
We can help you tackle some of the financial complexities of running a business, including:
- Traditional, SIMPLE, Roth, and SEP IRAs
- Profit Sharing Plans
- Exit Planning
- Succession Planning
- Buy-Sell Agreements
Contact us today if a partnership with Oda and Company is something you envision for your future.