Who We Are
How We Can Help You
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
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
1 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
2 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.