Our Clients

OJM is a boutique multi-disciplinary planning firm that addresses unique planning needs. 95% of OJM's clients are physicians, entrepreneurs, owners of closely-held businesses and wealthy families.

Common comments from OJM clients' initial consultation include:

1. I have been too busy to do my planning.
2. I have a lot of concerns and don't know where to start.
3. I have started my planning and never finished.
4. I have some specific concerns, but don't even know what else I need.
5. Is there any way to work with one person who can integrate my other advisors?
6. I want to be involved in my planning both before and after implementation.
7. I want to know we will have an ongoing dialogue.
8. My time is very valuable. I want to make sure this is worth my time.

If any of these questions or concerns seem familiar to you, you may be an ideal client for OJM.

Our Planning Process

OJM's interaction with over 1,000 clients, 40 years of cumulative planning experience, and exhaustive analysis of various planning models are responsible for OJM's proprietary planning process. While this process is customized to address the needs and priorities of each client, a common thread exists for all clients:

People want to be educated about options, not sold a product.

OJM believes its most valuable service is to help clients understand the planning options and the impact of each on the total Wealth Plan. Though it takes much longer to discuss, the significant planning process fosters greater trust and stronger communication between the client and the firm - two things that can be never be overvalued.

Our Process Begins with Education

OJM's principals pride themselves on being educators as well as professionals. In the drop down menu above, you will see books, articles, and seminars that were created by OJM's nationally-recognized authors and speakers. OJM's principals have lectured at hundreds of conferences to professionals, business owners, fellow financial professionals, accountants, and attorneys. OJM seminars have been accredited for continuing education credits for financial and insurance professionals, accountants, attorneys and physicians.

Though OJM provides numerous formal presentations and writes books and articles, the greatest commitment it has is to teaching its clients. Seminars, books and articles provide general advice, but clients engagements are far more personal as a great deal of personal information is shared. OJM's unique planning process is so much more than analyzing comprehensive financial situations and implementing recommended action steps. The engagement for the planning process has a goal of helping reduce stress and concern and improving a total Wealth Plan. To do this effectively, OJM teaches clients why a particular element should be changed and why a suggested course of action is in the client's best interest.

OJM offers its books, articles, recorded lectures, special reports and other materials to help potential clients understand the types of problems OJM can address and offers actual clients useful background information in a way that helps clients become more valuable partners in the decision-making, planning and implementation phases. This process may take longer than it would without the commitment to education, but it wouldn't be as successful over the long term.

Moving Forward - Practical Steps

1. The first step is to complete and return the Consultation Request Form and Confidential Data Form.
2. The second step is to schedule your free consultation. There is no cost or obligation beyond this consult.
3. The third step is to have your consultation via telephone or meeting in one of our offices.
4. On the consult, we will answer questions, get to know each other and determine if and how OJM can help you and how to move forward.

We Help Clients Nationwide

Through the use of technology OJM is able to help clients in all 50 states with their comprehensive planning and implementation needs. With five (5) offices in different regions of the country and principals traveling for seminars and client meetings nationwide, most clients will have an opportunity to meet one of the principals during the planning process.

We look forward to speaking with you.

Free Consultation

We encourage you to schedule a no-obligation initial consult with us. If you would like to do so, please contact us.

OJM will need you to complete the confidential data form and fax it to us at (888) 527-8476 at least 48 hours before your consultation so that our team can review the information prior to the call and be better prepared to make the most efficient use of your time.

Collaborative Firms

In addition to the services that business units of the OJM Group offer, there are additional services that medical practices and business owners need to run more efficiently and profitably. OJM has sought out market leaders who not only can bring a high level of service but who also are committed to helping clients through a collaborative, multi-disciplinary planning approach.

OJM can help clients build a team of advisors by calling on the expertise of:

• Asset Protection attorneys.
• Estate Planning attorneys in over 40 states.
• Healthcare attorneys who can provide services nationwide.
• National Accounting firms who offer services for individuals, corporations, partnerships and limited liability companies.
• Property Casualty Insurance Services through Tegner-Miller.
• Retirement Plan services are offered through MJ Consulting Group.
• Retirement Plan management is offered by relationships with large, national firms with offices in all 50 states.
• Health insurance through various partners nationwide.
• And others.