MULTIDISCIPLINARY FINANCIAL PLANNING

meetingAt OJM Group, our goal is to help our clients build and preserve their wealth, while reducing taxes.  We work with clients in three ways:

  1. Consulting: Our multidisciplinary consulting division has helped hundreds of clients nationwide.  We offer our unique Firm Commitment — a promise to qualifying clients that, if we cannot suggest improvements that save you twice as much as the consulting fee you pay us, we will refund our fee in full.  Learn more.
  2. Wealth Management: Our investment planning division manages over a quarter billion dollars for clients in utilizing innovative investment methods within a client-aligned business model. Our approach also integrates best practices in asset protection and tax minimization. Learn more.
  3. Insurance and Benefits Planning: Our insurance and benefits division has over 70 years of collective experience in qualified, non-qualified and fringe benefit plans, as well as all areas of life, disability and long term care insurance planning. Learn more.

Contact us to schedule a free consultation, where we can determine how we can add value to your planning. We encourage you to take a look at our books, webcasts and articles and to sign up for our free enewsletter here.

 

WHAT’S YOUR RISK NUMBER?

Our free online quiz will only take a few minutes to complete and can help us discover your personal tolerance for risk and set investments accordingly.

Free Personal Risk Score

Webcasts & Podcasts

Register to instantly view our latest webcast, Your Time in the Market: More Important Than Timing the Market

OJM Group's podcast series features brief audio broadcasts on market analysis and other wealth management topics. Listen Now!

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