Skip to content

Facebook LinkedIn X

Private Client Log In
(866) 496-2300

HOME
ABOUT
- Our Holistic Approach
- Meet Greg O’Donnell
OUR SERVICES
EVENTS
MEDIA
- RADIO
- Published Articles
LITTLE RED BOOK
EDUCATION
CONTACT

HOME
ABOUT
- Our Holistic Approach
- Meet Greg O’Donnell
OUR SERVICES
EVENTS
MEDIA
- RADIO
- Published Articles
LITTLE RED BOOKS
EDUCATION
CONTACT
(866) 496-2300

HOME
ABOUT
- Our Holistic Approach
- Meet Greg O’Donnell
OUR SERVICES
EVENTS
MEDIA
- RADIO
- Published Articles
LITTLE RED BOOKS
EDUCATION
CONTACT
(866) 496-2300

Legacy Planning Text On A Yellow Sticky On Wooden Background

Home
Legacy Planning: The ‘Ins and Outs’ of Directives and Designations
Legacy Planning Text On A Yellow Sticky On Wooden Background

Legacy Planning Text On A Yellow Sticky On Wooden Background

Ethan Robinson2026-05-05T15:30:08+00:00May 5th, 2026|

Share This Blog With A Friend or Family.

Facebook X LinkedIn Pinterest Email

Sign Up For Our
Complimentary eNewsletter

Search for:

Categories

Categories

financial advisor

California Financial Planner

Facebook LinkedIn Twitter

HOME | ABOUT | WEALTH MANAGEMENT | MORTGAGE SERVICES | INSURANCE SERVICES | SOCIAL SECURITY | INCOME FOR LIFE | Master Elite Advisor Resources | RADIO | PUBLISHED ARTICLES | VIDEOS | LITTLE RED BOOKS | WHITEPAPERS | IMPORTANT BIRTHDAYS | BLOG | CONTACT

© O'Donnell Financial Group Companies,
All Rights Reserved

Terms of Use | Disclosures

Powered by: Simplicity Lone Beacon

CONTACT US:

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

San Jose:
1520 The Alameda #120, San Jose, CA 95126

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

Made in the U.S.A.

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.

The Better Business Bureau (“BBB”) is an independent third-party organization and is not affiliated with nor endorsed by FINRA, the SEC, or any securities regulator. Any BBB rating or accreditation displayed on this website relates solely to the BBB’s own assessment criteria, which are generally based on factors such as complaint history, business responsiveness, time in business, and other operational considerations. BBB ratings do not evaluate the quality of investment advice, investment performance, or compliance with securities laws and regulations.

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.

Privacy Policy | Customer Relationship Summary | ADV: Firm Brochure | ADV Part 2B – Gregory C. O’Donnell | FINRA/SIPC

The O'Donnell Financial Group