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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.