Jacob Serfas's Contact Details

Jacob Serfas's Company Details

OWRS Firm

Englewood, Colorado, United States • 9 Employees
Financial Services

O'Dell, Winkfield, Roseman & Shipp exists because the status quo of retirement security being determined solely by rate of return and net worth is incomplete. We work with Successful Business Owners, Executives, Doctors, and Professional Athletes who are serious about taking their retirement destiny into their own hands by achieving a high level of measurable, predictable financial success. When it comes to their corporate and personal finances, these professionals often tell us they have frustrations with:\» Having an incomplete plan for retirement.\» Managing their cash flow inefficiently.\» Thinking they are making a wise financial decision only to have it blow up in their face.\» Believing their company's 401(k) plan is decent when in reality it has high fees and poor fund performance. \» Not knowing how increasing interest rates will affect their access to capital.\» The amount they are currently paying in taxes and concerned what they would be paying if tax rates go up.\\O'Dell, Winkfield, Roseman & Shipp is the combination of multiple successful financial planning practices. Together, we leverage our collective expertise and 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.\Our mission is to empower Americans to make informed financial decisions, taking control of their retirement planning and not being subjected to the whims of Washington and Wall Street.