Specialty Divisions
INSURANCE
The ideal corporate benefits solution for your organization is only discovered through analysis of your culture, industry, demographics, and many other factors. That solution develops over time with your business goals and objectives, new regulations and economic conditions. Making the intelligent corporate benefits investment requires a practical and strategic approach to identify your requirements, both present and future. The strategic advisors and experts on your ODI Financial team apply a wide range of tools, experience, knowledge of your business, and care to develop your corporate benefits offering.
FINANCIAL PLANNING
We believe that meaningful long-term, multi-generational wealth preservation is achieved by establishing a highly specific financial plan. Within the realm of serious planning, no discipline stands alone; the implementation of a uniquely customized financial plan serves as the foundation for successful private wealth management strategies. Our Wealth Strategists understand the challenges of the exceedingly complex intersect of multi-generational financial, legal, philanthropic and tax planning in a dynamic and highly political environment.
WEALTH MANAGEMENT
We provide professional guidance, exceptional service, and access to outstanding investment managers that have been screened by our investment committee. Clients can open a variety of managed portfolio’s including diversified stock baskets, ETF’s and Mutual Funds, each with specific goals in mind such as capital appreciation, retirement income or speculation. In addition to managed investment portfolios, we offer 529 College Savings plans and property development investment opportunities. We work with all of the largest portfolio managers nationwide to produce customized options across traditional and alternative asset classes. If you are looking to free up your time, reduce the stress that managing your wealth entails and diversify your portfolio talk to a member of our Investment Team today to discuss the wealth solution that is right for you.
