OUR HOLISTIC APPROACH
At O’Donnell Financial Group, our mission is to help every client reach their unique financial and lifestyle goals. We serve clients across the Bay Area and California, including San Rafael, Walnut Creek, and San Jose, and help them take advantage of the money-making and money-saving strategies that can be derived from tax-efficient investment strategies.
After 30 years of providing financial, mortgage, and insurance advice and services, we’ve refined our holistic approach for today’s retirees and pre-retirees because we know just how costly financial mistakes can be for someone’s life throughout retirement.
During our conversations, we take the time to ask the right questions and thoroughly evaluate all of your financial options based on your personal preferences. Our holistic approach provides you with a custom solution that we monitor and adjust to help you reach your goals. We invite you to have a conversation with us and look forward to the opportunity of working together.
A Personalized Approach to Retirement
We believe there is no one-size fits all solution to retirement.
It all starts with you and understanding your unique goals.
We begin with a serious, confidential conversation that addresses your personal attitudes and objectives and where you are financially, including a detailed analysis of:
- Your bank accounts and securities.
- Your home and other real estate holdings.
- Job benefits, insurance policies, trusts, and other important documents.
We take the time to address your personal attitudes and goals… that’s why our conversations are so important. As we execute your unique plan, we make sure our efforts are in alignment with your expectations and we keep you fully apprised of our progress.
By spending quality time together, we come to understand how we can best execute your plan and be prepared for changes that may be needed to your plan based on life events or changes in your financial circumstances.
We have regularly scheduled client meetings on a quarterly and yearly basis, and also encourage all of our clients to reach out to us whenever they need to talk. The peace-of-mind that comes from knowing you have an advocate for your long-term financial well-being is invaluable.
That’s why we believe it all starts with a conversation. Our relationship grows based on our shared values and the trust we earn by working together and fulfilling our responsibilities and your expectations.
