Who We Are

Who We Are

Odyssey Wealth Management Group, LLC is a community based financial services firm.  We provide a broad range of Financial, Business, Estate and Retirement Planning Services as well as Insurance Solutions to Individual, Estate and Business Clientele.  Our team is able to offer Investment Products as registered representatives of SagePoint Financial, Inc.

Young Adults & Families

  •  Budgeting – Debt Management
  •  Saving for a New Home or Vacation Home
  •  College Education Funding Plans
  •  Building Retirement Savings
  •  Protecting Your Family in the Event of an Untimely Death or Disability

Pre-Retirees/Approaching Retirement

  •   Retirement Readiness Analysis
  •   Investment Portfolio Review
  •   Qualified Plan Rollovers and Consolidation
  •   Pension Income Alternatives
  •   Strategies to Protect Your Retirement Plan(s) from Potential Long Term Care Expenses

Retirees and Seniors

  •   Structuring Retirement Plans to Provide     a  Guaranteed1 Income for Life
  •   Strategies to Protect Your Assets and Maintain Your       Independence Throughout Retirement
  •   Minimizing Estate Taxes and Probate Costs at Death2
  •   Reducing Current Income Taxes2
  •   Legacy & Charitable Giving Programs

Businesses

  •   Business Succession Strategies: Death – Disability - Retirement
  •   Retirement Plan Review
  •   Key Employee Recruitment, Reward and Retention Strategies
  •   Employee Benefit Programs: Employer Paid, Voluntary & Payroll Deduct
  •  Business Owner and Executive Compensation & Benefit Programs


The guarantees are backed by the financial strength and claims paying ability of the insurer and do not apply to the investment performance or safety of the underlying portfolios

Individuals must consult with their personal tax, legal or accounting advisors for specific professional legal and tax advice.  Neither SagePoint Financial, Inc., its affiliates nor any of its agents or employees is in the business of offering such advice.