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Your Advisory Experience 

Working With Us

Your life has changed - you're tired of worrying about:

❌ How you'll get out of debt and stop living paycheck to paycheck,

❌ What will happen to your 401(k) or other retirement plan if the market continues to fall,

❌ How you'll ever be able to afford retirement,

❌ Worrying about providing for your family if you can’t work or pass prematurely,

❌ How you'll afford all the things you'd like to provide for your family.


As we work together, I'll be teaching you about what we're doing to help you understand more about your finances and how different aspects of your finances work together. My objective is increasing your confidence in your financial future. I'll show you how to:

Use a values-based method to manage spending.

✔ Plan for unexpected expenses. 

 Understand your investments and what it takes to build wealth.

Develop contingency plans if something bad happens.

 Build the retirement you want.

Ready to improve your life? Go to and schedule a 15 minute coffee chat now! 

Living richly doesn’t mean having a lot of money. Money is good for buying goods and services that feed your family, keep you warm and safe, and let you provide security and those current and future experiences that enrich the quality of your life. Money is a tool we can help you use more effectively to provide the quality of life you want.

Money doesn't define who you are; wisely using money can help you create the kind of life and lifestyle that reflects who you are and what's truly important in your life. We're your coach, teacher, advisor, planner, researcher, confidante, but most of all, we've got your back. We'll try to anticipate issues, help you with decisions, and be there when you just need a sounding board.

William H. (Bill) O’Donnell

Certified Financial Fiduciary®

President & Wealth Manager

Our only priority is your overall financial success in the context of your life and faith. We want to learn more about your personal situation, your values, dreams and goals, and understand your feelings about investment risk. We look out 20, 30, or even 40 years into the future, because the little things we start doing now can have huge impacts long term. Relationships that encourage open and honest communication are the cornerstone of our success.

Our financial lives can be challenging, but they also include opportunities and potential rewards for those who can take advantage of long-term trends. For the vast majority of us, we develop wealth by wisely investing the money we make. We do that by having a plan and following that plan, year after year.

That's our job - to help you take advantage of opportunities and manage those things that could get in the way of you creating the life you want for yourself and your family. Please don't wait - go to and book a 15-minute coffee chat with me now!

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