Our Services
We provide comprehensive Financial Advisory & Investment Services, Retirement Income Plans, Estate Planning, and Business Services for Individuals, Company Owners, Corporations, Endowments, and Institutions.
Odingard Capital Management provides the following services:
- Individual Financial Advisory & Investment Management
- 401(k) Plan Design, Implementation & Management
- Pooled Employer Plans - 401(k)
- Pension Risk Transfer
- Pension Asset Management
- Actuarial Consulting
- Community Bank Support Services
- Bank-Owned Life Insurance
- Individual & Group Defined Benefit Plan Design, Implementation & Management
- New IRAs, Roth IRAs, and Simplified Rollover Services
- Family Office Advisory & Investment Management
- Private Foundation & Endowment Advisory & Investment Management
- Institutional Advisory & Investment Management
OCM additionally provides the following services:
- Comprehensive Portfolio Analysis
- Financial Planning - Retire Distinctively™
- Retirement Income Strategies
- Tax Deferred Strategies
- Tax Advantaged Supplemental Retirement Accounts (TASRA™)
- Estate Planning - Wills, Trusts, HPOAs
- Estate Conservation Plans
- Turn-Key Pension Plan Design for Individuals and Companies
- Business Succession Plans
- Deferred Compensation Plans
- Corporate Trusts, Shareholder Agreements, and Business Continuation Plans
- Employee Financial Education Seminars
OCM Tax Advisors provide the following services:
- Individual & Corporate Tax Services
- Corporate Accounting & Payroll Support
- Business Valuation Services
