Broker Check
Omni Financial Advisory Group

315 Titusville Road
Poughkeepsie, NY  12603

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

[email protected]
[email protected]

Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

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

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Social Security Benefits: How Much Will I Receive

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And the Executor Is

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Keeping Good Records is Good Business

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Estimate your monthly and annual income from various IRA types.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Long-Term-Care Protection Strategies

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

Tax Management Strategies

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

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

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

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The importance of life insurance, how it works, and how much coverage you need.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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Social Security: By the Numbers

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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