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.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Rightsizing for Retirement
What does your home really cost?
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Learn a little about worldwide currency in this fun infographic
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Here are 4 great, and sometimes unexpected, places to raise a family.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A special needs trust helps care for a special needs child when you’re gone.
What are your options for investing in emerging markets?
There are a few things to consider when buying or leasing your next vehicle.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Smart investors take the time to separate emotion from fact.