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Wealth Management Made Simple

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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2019 Year-End Tax Planning Tips

Presented by: Carol C. Foos, CPA
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ARTICLES

Bob Peelman

Global Uncertainty Causes Choppy Third Quarter

Third Quarter Key Takeaways The third quarter of 2019 was a choppy one for financial…

VIDEOS

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Webcasts

An Important Question Affecting Your Financial Future: Do You Know the Answer?

OJM Group Director of Financial Planning Michael Lewellen discusses the importance of a death benefit…

PODCASTS

Tech Savvy Investing
Andrew Taylor

Tax-Savvy Investment Planning: Essential for High-Income Investors

In this podcast, OJM Wealth Advisor Andrew Taylor outlines the reasons why physicians are different…

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WRITTEN BY THE PRINCIPALS AND TEAM AT OJM GROUP

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