At OJM Group, we help improve your life by easing your anxieties about your financial present and future. Our entire firm is dedicated to the achievement of one goal:

Helping our clients build and preserve their wealth, while reducing taxes.

COPING WITH COVID 

A three-part video series focusing on the CARES Act, Business Downturns, and how to protect your personal finances during these uncertain times.

VIEW OUR MOST RECENT WEBCAST:

SO, YOU GOT A PPP LOAN…

NOW WHAT?

Presented by: Carole C. Foos, CPA

stock market web portal
Bob Peelman

September 2020 Market Update

After the sharp drawdown in February and March, equities have posted gains for five straight…
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Webcasts

So, You Got A PPP Loan… Now What?

As a part of the CARES Act passed by Congress in response to the COVID-19…
municipal bonds in your portfolio
Andrew Taylor

Are Municipal Bonds Safe for Your Diversified Portfolio

OJM Wealth Advisor Andrew Taylor, CFP® responds to questions OJM has received about the safety…

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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