Scott O'Donnell

Full financial planning business with a minimum of BS. We can provide assistance on helping you reach retirement with enough funds to enjoy it plus provide guidance so that your money lasts as long as possible - which is hopefully longer than you.

In addition to above, which is the sexy part of financial planning, we can work with you to protect you and your family should something happen to you and you can't work through implementing an insurance plan that suits your personal situation. Lastly but definitely not least budgeting advice can be provided to the clients that need assistance in this area -- though this is done with a focus that we only live once and it is to be enjoyed given we don't know what is coming next.