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.

REGISTER TO VIEW OUR MOST RECENT WEBCAST:

Taking Care of Mom and Dad:
A Long Term Care Planning Solution

Presented by: Michael Lewellen, CFP®

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Bob Peelman

December 2019 Monthly Market Update

Global stocks continued their upward trend in November. The MSCI ACWI Index, a common measure…
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Webcasts

2019 Year-End Tax Planning Tips

Although many taxpayers have just recently filed their 2018 returns, it is already time to…
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Money Milestones

Year-End RMD Strategies

OJM Wealth Advisor Bob Peelman outlines year-end RMD strategies that can help to optimize your…

Interested in learning more about OJM Group? Schedule a free consultation with us where we can discuss your needs and goals to determine if OJM may be a good fit for your situation.

WRITTEN BY THE PRINCIPALS AND TEAM AT OJM GROUP

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