THE "ODYSSEY ADVISORS DIFFERENCE"

Your critical need is for professionals who understand change and are prepared to work with you to meet your current and future challenges. 

OUR ADDED DIMENSION: 

• Big firm experience without the large overhead expense
• Equal platform of services as compared to 'large' firms
• We have seen the strengths and weaknesses of the'large' firms and offer a better alternative 
• Flexibility to tailor portfolios around specific client needs (not off the shelf, one size fits all, tired solutions)
• An strong affiliation with a highly respected accounting and consulting firm

 A CLIENT CAN EXPECT THE FOLLOWING FROM A RELATIONSHIP WITH ODYSSEY ADVISORS:

• We will thoroughly analyze your current financial situation and your objectives for the future and prepare an Investment Policy Statement
• We prepare a tailored investment portfolio and an implementation plan
• We will keep you fully informed on the progress of your investments through ongoing communication including:

1) Periodic meetings to review the portfolio, performance and any changes in your circumstances
2) Monthly statements and online access to view accounts
3) Continual, meaningful communications via phone, mail, and e-mail as required

• We offer relevant and prudent advice on financial matters beyond your portfolio as needed (i.e. tax planning, retirement planning, education planning, estate planning, etc.)

A hassle free transition. We prepare all of the necessary paperwork and communicate with your current provider to make the necessary transfers.