Financial Planning Solutions
Your hard work has brought you to this threshold, a time to pause and ponder how to prosper financially while leading a meaningful life that will also leave a lasting legacy. Today, you need more than a financial direction. You need advice, education and guidance from people who you can trust with your hopes and dreams.
This is why at Omni Financial Advisory Group, Inc., we make it a priority to get to know you, the whole person. We listen intently before speaking. You share your aspirations and goals and we apply our knowledge and experience to help you get there.
No templates. No cookie-cutter solutions. Here at Omni Financial Advisory Group, Inc. we take a holistic approach to your financial well being. We develop a plan of attack that marries your objectives with our intellectual capital. Our mutual success is not measured solely on performance and growth, but also on whether you are able to live the life you deserve and your life has been made more meaningful in the process.
Once we implement the plan, it doesn't end there. A successful financial advisory relationship requires ongoing service to continually align your portfolio with your lifestyle to free you to focus on what is important to you. We give you the financial wisdom to make smart life decisions.
Omni Financial Advisory Group, Inc., is devoted to helping you get the most out of life.
U.S. Personal Savings Rate
What can be learned from the savings rate?
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
A few strategies that may help you prepare for the cost of higher education.
Do your insurance needs stay the same when the nest empties?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Marriage changes everything, including your insurance needs.
A collection of tips from professional travelers.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
What is your plan for health care during retirement?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Women must be ready to spend, on average, more years in retirement than men.
What are your options for investing in emerging markets?
When should you take your Social Security benefit?
All about how missing the best market days (or the worst!) might affect your portfolio.