Who We Help

Families: ODG Enterprises Inc. Financial Services provides individuals and families with products and services to help protect you throughout the stages of life. We help you navigate where you are going and how to get there.

Entrepreneurs and Business Owners: Many of the clients we work with are successful business owners and entrepreneurs. Building and maintaining a business can be challenging, yet very rewarding. We offer services for your financial needs in every stage of your business cycle. Some of the services we provide are: Key Person Insurance, Buy/Sell Insurance, Liquidity Planning, Estate & Tax Planning, Exit Strategy Planning, Executive Benefits/Compensation.

Pre-Retirees: Planning for retirement can begin to unearth many uncertainties and as you get closer to retirement it is important to make sure that you have taken the proper steps to maximize what will be available during retirement. We provide routine financial reviews to keep you on track and assist clients with reaching their goals.

Healthcare Professionals: Early on in the development of ODG Enterprises Inc. Financial Services we realized that health care workers have many needs that can quickly go under served. Frequent job transitions, leaving retirement accounts at former employers, lack of understanding of student loans, high stress, and lack of knowledge of employer benefits are just a few of the problems we help tackle.