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

financial planning
ojmcares-2

Six Financial Actions to Take During the COVID-19 Crisis

The COVID-19 crisis has created a significant financial setback for almost all physicians, business owners…

VIDEOS

coping with covid-19 finance and business
David Mandell

COPING WITH COVID-19

The team at OJM Group has put together this series of videos aimed at providing…

PODCASTS

financial book for doctors
Jason O'Dell

OJM Group Launches New Book for Physicians

OJM Group partners, Jason O'Dell, MS, CWM and Carole Foos, CPA, announce the launch of…