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

red pencil on stock chart
Bob Peelman

Range of Stock Outcomes Narrows with Longer Time Horizon

Global equity markets climbed the last two trading days of October to finish out an…

VIDEOS

roth ira piggy bank calculator
Webcasts

Backdoor Roth IRA Strategy

In our August 2018 on-demand webcast, OJM Group Director of Financial Planning Michael Lewellen, CFP,…

PODCASTS

keys on orange background
Andrew Taylor

3rd Quarter Key Takeways

In our latest podcast, OJM Wealth Advisor Andrew Taylor, CFP® presents key takeaways from the…