Financial & Financial Planners
Oda and Company, Inc. is an independent financial planning firm established in 1998. We specialize in comprehensive financial planning for retirement. We provide low-cost portfolio management services as well as traditional brokerage services through LPL Financial, a nationwide registered broker/dealer and registered investment advisor.
Founder, Stanley Oda, has advised investors since 1984 and has been a CERTIFIED FINANCIAL PLANNER (tm) practitioner since 1987. Initial consultations are available free of charge. We are happy to work with your CPA and/or attorney to coordinate a comprehensive investment, tax and estate plan.
Financial Planning Strategies
A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:
Retirement Planning Strategies
Income Planning Strategies
College Planning Strategies
Estate Planning Strategies
Cash Flow Analysis Strategies
Senior housing and health care strategies
We strive to develop a portfolio based on your individual goals and risk tolerance. We can assist with:
Exchange Traded Funds (ETFs)
Business Planning Strategies
We can help you tackle some of the financial complexities of running a business, including:
Traditional, SIMPLE, Roth, and SEP IRAs
Profit Sharing Plans
Contact us today if a partnership with Oda and Company is something you envision for your future.