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(MoneyNewsWire.Net, August 12, 2015 ) Englewood, CO -- Four leading financial professionals have created O'Dell, Winkfield, Roseman & Shipp to serve individuals and couples interested in strategies that increase their retirement security.
The professionals that have joined forces are Kyle O'Dell, Kyle Winkfield, Joseph E. Roseman, Jr. and Jeremy Shipp.
"This firm began with a vision to bring together a consistent offering of retirement security services and products across the nation. By working together, we all share our partner's particular strengths and specialties. The big winners, however, are our clients, as we now have more resources in place to serve each unique need," managing partner Kyle O'Dell commented.
The mission statement from the firm's website at http://www.owrsfirm.com/:
"O'Dell, Winkfield, Roseman & Shipp exists because the status quo of retirement security being determined solely by rate of return and net worth is lacking. Our focus is different. Your retirement is our focus. O'Dell, Winkfield, Roseman & Shipp is the combination of multiple successful financial planning practices. Together, we leverage our collective expertise and deploy a comprehensive, holistic approach to help clients retire successfully and live the lives they desire.
Our collaborative, team-based planning methodology goes well beyond account balances. We look at clients' entire lives, including retirement income planning, risk mitigation, tax efficiency, social security claiming strategies, estate planning, long-term care, legacy planning and more.
In our opinion, Americans need to take control of their retirement planning or face being subjected to the whims of others. At O'Dell, Winkfield, Roseman & Shipp, our teams of experts work with people who want to take their retirement destiny into their own hands."
More on the individual partners:
Kyle O'Dell is based in Englewood, CO and is an IAR (Investment Advisor Representative).
Mr. O'Dell has been helping individuals and families accumulate and preserve wealth for retirement for more than 20 years. He is a designated expert with knowledge of pre-retirement and post-retirement planning strategies which includes topics related to retirement income planning, employer-sponsored retirement plans and asset management.
He is best known for his ability to make sense of finance and clarify the big financial picture for his clients and the community, doing so in easy-to-understand terms.
Kyle Winkfield holds the CFEBA (Chartered Federal Employee Benefits Consultant) designation. His primary office is based in Rockville, MD.
Mr. Winkfield is a leading retirement advisor who has spent more than a decade helping hard-working Americans to grow wealth through cutting edge financial strategies. Kyle is a bestselling author of the book, SuccessOnomics with Steve Forbes, published in 2014 by Celebrity Press.
He is a member of the National Association of Insurance and Financial Advisors and the Financial Planners Association. He also currently serves on the Business and Industry Committee for Frederick Memorial Hospital. In his spare time, Kyle enjoys working with Young Life, the Black Student Fund and the Alzheimer's Foundation.
Joseph E. Roseman, Jr is from Charlotte, NC and holds the following designations: FEBA (Chartered Federal Employee Benefits Consultant) and CRPC (Chartered Retirement Planning Counselor).
Mr. Roseman summarized his practice in the following statement: "Having counseled clients across a wide range of enterprises, I apply my insight, experience and expertise every single day to help clients find financial focus when it matters most. The results: easy access to a tight-knit advisory team: strong, long term relationships and objective advice and information."
Jeremy Shipp holds three professional designations: RICP (Retirement Income Certified Professional), CLU (Chartered Life Underwriter) and IAR (Investment Advisor Representative).
Mr. Shipp is based out of Richmond, VA and is a proud member of The National Association of Insurance and Financial Advisors (NAIFA®), The National Association for Fixed Annuities (NAFA®) and The Retirement Income Industry Association (RIIA®). He is a master mentor and sits on the advisory council for MoneyTrax, which is a wealth planning organization that has been nationally recognized for its unique financial planning approach and advanced training.
Mr. Shipp is also a Professional Member of the American Association for Wartime Veterans. AAWV is the oldest and largest organization advocating on behalf of veterans and surviving spouses for the VA Aid & Attendance benefit to help pay for assisted living/nursing home costs.
Current Locations:
Headquarters
7887 East Belleview Ave.
Suite 1100
Englewood, CO 80111
(303) 780-7350
D.C.
2275 Research Blvd.
Suite 500
Rockville, MD 20850
(240) 361-0363
Charlotte
6000 Fairview Road
Suite 1550
Charlotte, NC 28210
(704) 932-2121
Richmond
1518 Willow Lawn Dr.
Suite 300
Richmond, VA 23230
(804) 372-7337
About O'Dell, Winkfield, Roseman & Shipp:
O'Dell, Winkfield, Roseman & Shipp is a national retirement planning firm focusing on Wealth Management, Retirement Income Planning, Social Security Timing, Personal Pension Planning, Life Insurance and Long Term Care Planning.
Website: http://www.owrsfirm.com/
O'Dell, Winkfield, Roseman & Shipp
Kyle O Dell
877-821-6977
info@owrsfirm.com
Source: EmailWire.Com 
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