Philosophy & Process

EDUCATION

Our planning process, whether tailored or comprehensive, is fundamentally designed to educate our clients about their present situation and options to improve it, including risks and rewards, as well as costs and benefits. Clients who understand the how and why of their plans are better engaged, sleep easier, and have far fewer anxieties about their financial future.

ANALYSIS

We analyze our clients’ unique situations, evaluate planning alternatives, and advise clients of their options and our recommendations for implementation.

IMPLEMENTATION

Unlike some consulting firms, we do not educate, analyze, and then leave the client to implement chosen options on their own. In fact, we are involved throughout the implementation process, either executing the planning recommendations directly with the client or working with the client’s accountant or attorney to accomplish the objective.

ARTICLES

May 2019 Market Update
Bob Peelman

May 2019 Monthly Market Update

Stock markets around the world continued their upward climb in April. An index of global…

VIDEOS

team working together
Webcasts

Market Volatility in Retirement

In our February webcast, OJM Group Director of Financial Planning Michael Lewellen, CFP®, explains the…

PODCASTS

First Quarter Update
Bob Peelman

First Quarter Market Recap

OJM Director of Wealth Advisors, Bob Peelman, CFP, recaps the market’s rebound and strong performance…