THE "ODYSSEY ADVISORS DIFFERENCE"

Your decision regarding investment advisors should be based on the execution of a tailored financial plan that will help you achieve your goals in the long-term.  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 big 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 financial plan is a key starting point and many firms are expert at providing it. Execution, however, is the key to achieving your goals and that is much harder to accomplish. That is the Odyssey advantage!

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:

a) Periodic meetings to review the portfolio, performance and any changes in your circumstances
b) Monthly statements and online access to view accounts
c) 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 (e.g. tax planning, retirement planning, education planning, estate planning)

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