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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Six overlooked tax deductions to help manage your tax bill.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Four vacation destinations you might never have thought of.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Have you explored all your options when it comes to managing your taxable income?
A special needs trust helps care for a special needs child when you’re gone.
It's easy to let investments accumulate like old receipts in a junk drawer.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.