ONO & Co. was founded to provide local families a convenient, friendly place where they can get all their planning needs met.
By partnering with local businesses, we help clients with more than just their financial, retirement, and estate planning concerns. We help them by coordinating services in other areas such as:
Finding the right tax accountant or attorney for your living trust
Hiring a professional home health care agency
Important remodeling or renovations of your home
Necessary refinancing or home equity loans
And many other areas you may need help with
Mission Statement
Our mission is to be an all-in-one resource center for our clients, giving them more value and service than expected. We do this by putting our clients’ needs and concerns first, while guiding and advising them to reach their lifelong goals.
Our Approach
First, we meet with you to understand your concerns and help you organize and sort out what your condition looks like today.
Next, we provide a summary or “snapshot” to give you a clear picture of your current situation.
Finally, we sit down and provide you with several recommendations to create a plan that’s right for you and help guide you the rest of the way.
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”