Our Services
Risk Management
Our philosophy on risk management is simple: we help people get what they need, nothing more, nothing less. We believe that unpredictable risks could have devastating effects on your financial picture. Appropriate insurance is, therefore, an incredibly important part of every client’s financial plan. The right protection in place can help you achieve peace of mind and security.
Financial Planning
A financial plan is valuable for those who lack time, expertise, or interest in managing their own finances. Life events like marriage, childbirth, or the loss of a spouse often prompt people to seek assistance. Many clients approach us when they face complex financial decisions they prefer not to handle alone.
No matter your life stage, having a plan is beneficial. It helps set short- and long-term goals and evaluate your progress. A roadmap acts as a guide, highlighting milestones and warning against potential pitfalls. For clients desiring a comprehensive analysis of their financial situation, we provide detailed written plans.
Wealth Management
At OND, we believe wealth management goes beyond investment advice. It encompasses understanding a client's complete financial situation and providing solutions for their major life challenges.
As a wealth management firm, we dedicate our time to understanding our clients' goals and values. We ensure their financial plans align with who they are and what they believe. Assisting clients in achieving their life's dreams is a privilege we cherish.
Over the years, our clients have inspired us. They recognize that wealth management extends beyond money. It encompasses family, faith, philanthropy, service, missions, and making a positive impact in the world. We feel privileged to help our clients establish a legacy of generosity and stewardship.
Business Planning
We specialize in assisting business owners in understanding the strategic leverage points of their businesses for personal planning. Our focus is on long-term, strategic conversations.
Are you interested in ensuring the continuity of your business beyond your lifetime or working years? We are dedicated to succession planning and have successfully collaborated with numerous business owners and their advisors to create effective exit strategies.
Have you considered the potential consequences if you or one of your key employees were to face illness, injury, or death? These challenging questions must be addressed by a prudent business owner, sooner or later. Fortunately, there are various tools available to help you prepare your business for unexpected circumstances.
Lastly, we provide our business owner clients with a diverse range of benefits and services to enhance competitive recruitment and employee retention.