Throughout our history, the work O’Dell, Winkfield, Roseman & Shipp have done and the results we have produced for our clients represent the outcome of a tremendous amount of study and effort. We know and we appreciate the importance of our clients’ wealth preservation, and the potential for a guaranteed income for life during retirement years.
Those who call upon us, or are introduced to us, are generally well established in their lives. They are aware that their retirement and personal investment plans are extremely important, and they have a strong need to feel confident in the plans they select. Recognizing that the retirement world has changed, they are seeking to achieve financial independence and a consistent, significant performance – with little to no loss in their plans. As independent professionals, we have the ability to provide the product solutions that best meet our clients’ needs without any corporate restrictions.
It is for these reasons that we have joined forces collegially and intellectually with other prominent independent advisors from across the United States. While functioning independently, we come together as a group several times a year to learn, share, and take away new ideas, procedures, and strategies. Through this assembly, we believe we can better understand and survey the vast financial landscape in an effort to provide our clients with access to many of the latest cutting-edge tools and concepts available from the world’s premier financial companies.
We work continually to improve in all that we do in terms of ideas, quality, and client satisfaction. We adhere, as a matter of doctrine, to the very basis of Fiduciary Responsibility in serving our clients when it comes to honesty, integrity, and ethics in all aspects of our business.
O’Dell, Winkfield, Roseman & Shipp exists because the status quo of retirement security being determined solely by rate of return and net worth is incomplete.
Our focus is different. Your retirement as a whole is our focus.
O’Dell, Winkfield, Roseman & Shipp is the combination of multiple successful financial planning practices. Together, we leverage our collective expertise and a comprehensive, holistic approach to help clients retire successfully and live the lives they desire.
Our collaborative, team-based planning methodology goes well beyond account balances. We look at clients’ entire lives, including retirement income planning, risk mitigation, tax efficiency, social security claiming strategies, estate planning, long-term care, legacy planning, and more.
In our opinion, Americans need to take control of their retirement planning or be subjected to the whims of others.
At O’Dell, Winkfield, Roseman & Shipp, our teams of experts work with people who want to take their retirement destiny into their own hands.