Wealth Management : Tax Planning

The goal of tax planning is to allow you to pay the least amount of tax you are required by law to pay. It is perfectly legal and totally legitimate.

Here at O'Donnell Financial, we can show you how to take advantage of all of the tax-saving aspects of the Internal Revenue Code and the tax codes of California and other states. These include:

  • Claiming all adjustments to income, deductions, and credits to which you are entitled;
  • Making tax-deferred or tax-exempt investments or investments whose earnings are taxed at a lower rate;
  • Making tax-exempt gifts, including gifts to individuals and charities;
  • Creating trusts, planning your estate, and many more tax-saving ideas and methods.
We are ready to answer your questions.
Find out how we can help you maintain and improve your lifestyle, provide for your family's education, retire comfortably, and leave a lasting legacy–all through our wealth management services.
When you finance your home, we have a team of people working for you at O'Donnell Financial Group–the very best experts in the industry to get the very best deal for you.
Greg O'Donnell is the popular radio host of a weekly financial advice program, "Money Matters." Tune into Greg’s latest broadcast to hear the latest on all matters having to do with money.

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The investments and strategies promoted carry risks, including the potential loss of principal.

Securities, Financial Planning and Advisory Services are offered through Financial Telesis, Inc., Member FINRA/SIPC. O'Donnell Financial Group, LLC and Financial Telesis, Inc. are separate companies.

Mortgage Services are provided through Cherry Creek Mortgage Co., Inc., NMLS #3001, Licensed by the California Department of Corporations. Gregory C. O’Donnell NMLS #298004.

Insurance Services offered through Gregory C. O’Donnell, License #0B87978.

Financial Telesis, Inc., Cherry Creek Mortgage Co., Inc. and O’Donnell Financial Group, LLC are not affiliated companies.

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