Making a difference
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.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Being healthy not only makes you feel good, it may also help you financially.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What are your options for investing in emerging markets?
Even low inflation rates can pose a threat to investment returns.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Do you know these three personal finance sayings?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.