Our Work

Odyssey Group » Our Work

Aspirations for Growth

You’re busy juggling work, multiple projects, and focused on taking your career to the next level. Growing your wealth and solidifying your financial future is of utmost importance to you, but time is not a luxury you have. We can help.

Legacy Planning

You’ve established yourself as a successful professional. You’ve accrued significant wealth along the way, but you haven’t had time to focus on next steps. We can help.

Sudden Change

A recent life-changing event has altered your relationship to money. A career change, emptying the nest, relocation, the passing of a spouse. Money isn’t on your mind, but you know it needs attention. We can help.

Retirement Planning

You recently retired or are thinking about retirement. You have a 401k from your employer, some additional savings, and you invested some money along your journey. Finances were not a focus for you along the way, but you know that they should become one. We can help.

If you can relate to one (or more) of these situations, or even if yours sounds a bit different, just call us. We’ll be happy to discuss your needs and provide recommendations. There are thousands of ways that money can become important, confusing, exciting, or stressful in a lifetime. We have an answer for most of them.