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.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
What does the Tax Reform and Jobs Act mean for you?
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Six overlooked tax deductions to help manage your tax bill.
Tips to avoid checking in luggage on your next vacation.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
There are a number of ways to withdraw money from a qualified retirement plan.
Understanding the cycle of investing may help you avoid easy pitfalls.
A bucket plan can help you be better prepared for a comfortable retirement.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
When should you take your Social Security benefit?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.