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

roth ira piggy bank calculator
Bob Peelman

Backdoor Roth IRA Strategy

Tax diversification is a planning concept that we stress in our books, and in our…

VIDEOS

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Webcasts

Reopening Your Practice

Taking a look at the financial side of reopening your practice during COVID-19? In our…

PODCASTS

attorney and client handshake
David Mandell

Asset Protection Trusts

OJM Group · Asset Protection Trusts: How to Use Them Regardless of Your Home State…