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Financial Retirement-Age Milestones: Social Security Eligibility and Penalty-Free Withdrawals
Retirement Planning

Retirement Planning

Ethan Robinson2026-07-20T15:21:11+00:00July 20th, 2026|

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Phone: (866) 496-2300
Fax: (415) 758-6363
info@odfigroup.com

Locations:

Main Office - San Rafael, CA:
1101 Fifth Avenue, Suite 150, San Rafael, CA 94901

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1520 The Alameda #120, San Jose, CA 95126

Walnut Creek (By Appointment Only): 1535 N Main St, Suite 200, Walnut Creek, CA 94596

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Disclosure: Securities and advisory services offered through Independent Financial Group, LLC (IFG) a Registered Investment Adviser. Member FINRA/SIPC. Additional advisory services offered through O'Donnell Financial Services, LLC., a registered investment adviser. IFG and O'Donnell Financial Services, LLC. are unaffiliated entities. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by O'Donnell Financial Services, LLC unless a client agreement is in place. O'Donnell Financial Services, LLC provides links for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

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The BBB rating is not intended to imply that the firm or its registered representatives possess a particular level of skill, expertise, or investment success. Consumers should not interpret a BBB rating or accreditation as a guarantee of future performance or client experience. O’Donnell Financial Group, Inc. may pay fees associated with BBB accreditation, membership, or the right to display BBB-related materials and logos. Additional information regarding BBB rating methodologies is available directly from the Better Business Bureau at www.bbb.org. Investing involves risk, including the possible loss of principal. Past performance and third-party ratings are not indicative of future results.

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