Solutions

OJM Group offers a broad scope of solutions for physicians, individual investors, business owners, and entrepreneurs.

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ARTICLES

retirement graphic
David Mandell

Four Common Pitfalls in a Qualified Retirement Plan

OJM Group has reviewed many qualified retirement plans (QRPs) for businesses and professional practices, including…

VIDEOS

Webcasts

Protecting Your Family’s Wealth in the Last Years of Life

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

PODCASTS

one hundred dollar bills
David Mandell

180 Million Dollar Lawsuit Against an Orthopaedic Surgeon

In the news this week, a former NFL player sued his orthopaedic surgeon for $180…