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.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Knowing the rules may help you decide when to start benefits.
Purchasing homeowners insurance is critical for protecting your home.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
It's easy to let investments accumulate like old receipts in a junk drawer.
The market is as unpredictable as the weather. We’d love to help you prepare.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What is your plan for health care during retirement?
There are a few things to consider when buying or leasing your next vehicle.