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Everyday Wealth Podcasts Market Insights Tax Planning Retirement Planning Home and Mortgage Everyday Wealth
in America 2022 Report

FEELING TAXED?

Many Americans are unsure of what to expect for retirement taxes ...
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Everyday Wealth in America 2022 Report

What does it mean to be “wealthy”? The definition depends on many variables ...
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Recession or recession-ish? Bear markets or bear-ish?

4 min 22 sec

The true definition of a recession is technically two back-to back quarters of gross ...
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About Us

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Our Mission

We believe everyone deserves to move their financial life forward.

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Bill
O'Donnell

AAMS™

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Here to act in your best interests

About me

I started as a financial planner in 2001 and look forward every day to working with my clients to help guide them in reaching their financial goals. Knowing they have a smart financial plan that can work for their unique situation is hugely rewarding and can provide peace of mind. I also participated in operation desert storm having served in the Marine Corps from 1987 through the Persian Gulf War.

Certifications

Accredited Asset Management Specialist™

Education

Bachelor of Science, Cleary University

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Visit one of our Locations

Sacramento I - Roseville (East)

2901 Douglas Blvd
Suite 250
Roseville, CA 95661

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Sacramento - Elk Grove (Appt Only)

9245 Laguna Springs Drive
Suite 200
Elk Grove, CA 95758

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.