MULTIDISCIPLINARY PLANNING FOR FOR BUSINESS OWNERS
- Are you concerned about increasing overhead and taxes?
- Do you get consistent tax-saving ideas from your present advisors?
- Have you engaged in asset protection planning for both your personal assets and your business?
- Are your insurances and investments implemented in a tax-savvy manner and coordinated with other areas of your planning?
As a business owner or entrepreneur, you realize that increasing taxes and overhead, along with a volatile economy, make a focus on building and preserving wealth crucial. At OJM Group, not only have we worked with clients like you throughout our careers – we are business owners and entrepreneurs ourselves.
For years, business owners throughout the country have learned from our books – from Wealth Secrets of the Affluent and Wealth Protection: Build & Preserve Your Financial Fortress to our latest ebook, Fortune Building for Business Owners & Entrepreneurs: The Keys to Corporate Structure, Tax Reduction, Asset Protection & Wealth Creation. Our advisors have also written articles in a variety of B2B publications and lectured at numerous business conferences during the last decade.
Most importantly, our firm is focused on helping our business owner clients every day. Through our consulting work, benefits and insurance division, and asset management services, we can work with both your business and your family to help you reduce your tax burden while seeking to build and preserve your wealth.