OWRS Firm

O’Dell, Winkfield, Roseman & Shipp is a financial planning firm based in Englewood, Colorado, employing 20 to 49 people. Founded on the belief that retirement security is more than just rate of return and net worth, the firm serves a specific clientele: Successful Business Owners, Executives, Doctors, and Professional Athletes. The firm specializes in addressing the unique financial challenges these high-earning individuals face. Their services encompass comprehensive retirement planning, cash flow management, risk mitigation, tax efficiency strategies, social security planning, estate planning, and long-term care considerations. The team aims to empower clients by providing them with the knowledge and tools to make informed financial decisions and achieve their retirement goals. O’Dell, Winkfield, Roseman & Shipp distinguishes itself through its collaborative, team-based planning methodology. This approach goes beyond simply managing accounts, taking a holistic view of clients' financial lives and addressing their diverse needs. The firm's expertise and combined experience provide clients with a comprehensive and personalized approach to financial planning. For those seeking to take control of their retirement planning, O’Dell, Winkfield, Roseman & Shipp can be reached through their website at owrsfirm.com.