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

Bob Peelman

Market Update: First Quarter Key Takeaways

The first quarter of 2020 has been an unprecedented period in U.S. financial market history…

VIDEOS

U.S. Capitol Building
Webcasts

Details of the CARES Act

In this special presentation,OJM Group Partner, Carole C. Foos, CPA, reviews the Coronavirus Aid, Relief…

PODCASTS

investors working during market downturn
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Coronavirus Market Downturn and Your Portfolio: Adding to U.S. Stocks

In our latest podcast, OJM partner and Director of Wealth Advisors Bob Peelman provides an update…