Top Reasons for Setting Financial Goals

Retirement planning is most certainly a marathon and not a sprint. It is a journey you will be on for decades, with a clear financial goal at the “finish line”. That goal is to be able to retire at a standard of living that is acceptable to you. The total nest egg you need to…

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Top Reasons to Invest for Retirement

Here is a breakdown of the inherent benefits and incentives involved in retirement planning. Choice There are unlimited investment options available in today’s world. You can stay with a simple index fund or you can tailor your choices. Low Costs The costs of investing in retirement plans and IRA’s have never been lower. You are…

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Top Reasons to get Educated on your Financial Future

Hindsight is 20/20, but that wisdom winds up arriving too late. In order to secure a satisfying and comfortable retirement, you will need to educate yourself about how to arrive at such a successful financial future. A financial advisor can handle the specifics of investment vehicles and strategies, but the long-term road map is dependent…

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Expert 401(k) Customization for Your Retirement

Business owners have enough day-to-day stress. The last thing you want to worry about is managing a retirement portfolio. Your future well-being depends on this kind of long-term planning, and it is important to have your needs catered to in a customized way. At Odyssey Advisors, we pride ourselves on this level of customer attention.…

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Plan Management: Proactive Peace of Mind

The next best thing to a crystal ball is solid planning; your financial future will be well grounded and clearly defined. With this approach to plan management, you can be proactive instead of reactive. The bottom line, in the long run, is that you will save more money and have peace of mind along the…

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Three Ways A TPA Can Help Reduce Your Administrative Burdens

As a financial advisor, one of your primary goals is to streamline the interaction between you and your clients. This eases administrative burdens on all parties. Bringing in a TPA (third party administrator) can help distribute tasks and make everything go more smoothly. You’ve probably had clients who had to handle issues ranging from ADP…

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Promote Growth and Retention

A TPA promotes growth and retention Most clients and prospects are looking for more than a “one man band” when it comes to financial consulting. They prefer to see a team with a depth of expertise. A third party administrator acts as an intermediary between you and your clients. They are skilled at handling administrative work.…

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Increase Market Opportunity

A TPA can increase market opportunity A third party administrator can use their expertise to expand your business into new markets. Rather than just looking for “vanilla” or “cookie cutter” plans, a TPA’s expertise will allow you to provide custom solutions to problems. This enables you to sell a solution instead of a product, all…

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Expand Your Service Offerings

A TPA can expand your service offerings In the financial planning realm, we work with a great variety of businesses, and each has a unique set of needs and priorities. For example, a 27 year-old startup business owner with two employees has a foreseeable range of relatively straightforward needs. Compare him to the 56 year-old…

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