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People get more out of life when they can stop worrying about money.

At OJM, we help improve your life by easing your anxieties about your financial present and future while helping you build and protect your wealth. Our entire firm is dedicated to the achievement of one goal—helping our clients build and preserve their wealth, while reducing taxes. 

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Cash Balance Plans: Under-Utilized Tax Reduction Tools
Presented by: Jason O’Dell

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ARTICLES

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Bob Peelman

July Investment Outlook: Market Highs Outpace Lows in First Half of 2019

In our year-end 2018 commentary, we emphasized the wide range of plausible macroeconomic scenarios and…

VIDEOS

Advisor Advantage
Webcasts

The Advisor Advantage: 7 Benefits Your Advisor Should Bring to Your Portfolio

Do you have the "advisor advantage?" In this video, OJM Director of Wealth Advisors Bob…

PODCASTS

Jason O'Dell

Cash Balance Plans: Under-Utilized Tax Reduction Tools

OJM Group partner Jason O'Dell provides an overview of Cash Balance Plans and discusses how…

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WRITTEN BY THE PRINCIPALS AND TEAM AT OJM GROUP

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