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How We Can Help You

Who We Are

Odyssey Wealth Management Group, LLC is a community based financial services firm.  We provide a broad range of Financial, Business, Estate and Retirement Planning Services as well as Insurance Solutions to Individual, Estate and Business Clientele.  Our team is able to offer Investment Products as registered representatives of SagePoint Financial, Inc.

Young Adults & Families

Ø  Budgeting – Debt Management

Ø  Saving for a New Home or Vacation Home

Ø  College Education Funding Plans

Ø  Building Retirement Savings

Ø  Protecting Your Family in the Event of an Untimely Death or Disability

Pre-Retirees/Approaching Retirement

Ø  Retirement Readiness Analysis

Ø  Investment Portfolio Review

Ø  Qualified Plan Rollovers and Consolidation

Ø  Pension Income Alternatives

Ø  Strategies to Protect Your Retirement Plan(s) from Potential Long Term Care Expenses

Retirees and Seniors

Ø  Structuring Retirement Plans to Provide a  Guaranteed1 Income for Life

Ø  Strategies to Protect Your Assets and Maintain Your Independence Throughout Retirement

Ø  Minimizing Estate Taxes and Probate Costs at Death2

Ø  Reducing Current Income Taxes2

Ø  Legacy & Charitable Giving Programs


Ø  Business Succession Strategies: Death – Disability - Retirement

Ø  Retirement Plan Review

Ø  Key Employee Recruitment, Reward and Retention Strategies

Ø  Employee Benefit Programs: Employer Paid, Voluntary & Payroll Deduct

              Ø Business Owner and Executive Compensation & Benefit Programs

The guarantees are backed by the financial strength and claims paying ability of the insurer and do not apply to the investment performance or safety of the underlying portfolios

2 Individuals must consult with their personal tax, legal or accounting advisors for specific professional legal and tax advice.  Neither SagePoint Financial, Inc., its affiliates nor any of its agents or employees is in the business of offering such advice.

 Providing knowledge and understanding for your financial journey
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 Securities, Insurance and Investment Advisory Services are offered through SagePoint Financial, Inc., member FINRA/SIPC, and a Registered Investment Advisor. Insurance services may also be offered through Odyssey Wealth Management Group, LLC, which is not affiliated with SagePoint Financial, Inc.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of CT, FL, MA, NH and RI. No offers may be made or accepted from any resident outside the specific states referenced.

Check the background of this financial professional on FINRA's BrokerCheck.