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

2019 fourth quarter market performance
Bob Peelman

2019 Fourth Quarter Market Performance

Among global equity markets, larger-cap U.S. stocks were once again at the top of the…

VIDEOS

Tax Return_Corp_Individual
Webcasts

2019 Year-End Tax Planning Tips

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

PODCASTS

advisor with client
Jason O'Dell

Is Your Financial House in Order?

In this Q&A addition to our podcast channel, OJM partners Jason O'Dell and Bob Peelman…