Our Services

 

With over 45 years of investment experience, Omni Financial Advisory Group, Inc. has a team of advisors and support staff whose main goal is to provide their clients with objective advice and services needed to navigate the occasional turbulent waters of investing.

Take some time to take care of yourself.

John Lennon once said, "Life is what happens while you make other plans."  You don't always have time to think about the future and it may cause you to be thrown off course.

Omni Financial can help you save time and act as your personal wealth managers to keep you on track.

Omni Financial Advisory Group, Inc. provides professional advice and services to clients looking to accomplish their goals.  By working together we can help you devote your time and energy to the other important pursuits in your life.  Let us help you plan for the future and live for today.

Our mission is to inspire and motivate clients to take control of their financial future.  As a team, we build personal relationships with our clients on a foundation of trust and advice.  Legendary client service is our cornerstone.

 

 

Omni Financial Advisory Group, Inc.provides the following array of financial services and solutions that can be tailored to fit your unique circumstances. We would be happy to discuss the options that may be best for you.

 


Investment

  • Identifying requirements to meet goals
  • Building cash reserves
  • Exploring pros/cons of alternatives
  • Aiming for reduced risk and enhanced rate of return through asset allocation

 

Risk Management

  • Helping clients be prepared for:
    • Disability or illness
    • Premature death
  • Reviewing current insurance
  • Long Term Care Insurance

 

Retirement

  • Dealing with lump-sum distributions
  • Projecting early or late retirement
  • Income-generating strategies
  • Identifying retirement distribution strategies
  • Minimizing tax liabilities

 

Estate

  • Protecting privacy
  • Preserving family wealth
  • Charitable giving
 

Investment Products

  • Money markets
  • Treasury bills, notes and bonds
  • Stocks
  • Bonds (taxable and tax-free)
  • Mutual funds
  • REITs (real estate investment trusts)
    • Limited partnerships
    • Annuities (fixed and variable)
    • IRAs, SEPs
    • TSAs
    • 529 Plans

 

Insurance Products

  • Individual and group life (term, fixed, variable, universal)
    • Disability
    • Group health
    • Long-term care
    • Private pension
    • Key person

 

Business Products and Services

  • Qualified plans: 401(k), 403(b), profit sharing
  • Pension planning
  • Deferred compensation strategies