Benefit Planning

Reducing fees while increasing wealth-building opportunities.

OJM Group works with business owners and administrators to examine existing retirement vehicles, including an analysis of plan management fees and allocation of underlying funds. Our Benefit Planning team members can present options for qualified and executive benefit plans that may reduce fees and increase wealth-building opportunities for owners and employees.

ARTICLES

David Mandell

The Advisor Advantage

Seven Benefits Your Advisor Should Bring to Your Portfolio “Do I really need help—or can…

VIDEOS

Webcasts

Your Time in the Market: More Important than Timing the Market

In our March webcast, OJM Wealth Advisor Adam Braunscheidel, CFP, discusses the importance of time…

PODCASTS

AlternativeInvestments_Diversification
Andrew Taylor

Should I Have Alternative Investments in my Portfolio?

OJM Wealth Advisor Andrew Taylor, CFP, defines “Alternative Investments” and discusses why the average investor’s…