Omni Financial Advisory Group

1145 Route 55, Suite 3
Lagrangeville, New York 12540

 Office: (845) 452-4311
Fax: (845) 473-9104

gbayer@omnifinancialadvisory.com
sstahley@omnifinancialadvisory.com

Suddenly Single: 3 Steps to Take Now The Rule of 72 A Bucket Plan to Go with Your Bucket List Safeguard Your Digital Estate

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.

 

Helpful Content

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

 

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

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