Odyssey Financial Advisors

Our Approach

Our passion is helping you achieve your goals today, and many years down the road. Life is full of milestones: a dream home, a business venture, a college education, a confident retirement. We start with a conversation to define your interests, values, and dreams. Then we build a personalized plan to help you accomplish your immediate and long-term goals. Along the way, we provide advice and guidance, make adjustments as needed, and keep you on track. No matter where you are in life, our approach instills confidence about your future.

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Background and qualification information is available at FINRA's BrokerCheck website

 
 

Workplace Education

These days, personal finances can be a source of stress and a distraction for employees. In response, employers are searching for ways to help them maximize their income and benefits potential so they can stay focused on their jobs. Offered as an employee benefit, the Ameriprise financial wellness program can help employers promote financial confidence among their workers by educating and advising them on:

  • Managing everyday expenses
  • Making the most of their company benefits
  • Planning for retirement

Our financial wellness program offers practical advice, educational workshops, tools and resources that can help employees make informed financial choices and be happier, healthier contributors to their workplace.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Sleep Better

How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)