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

advisor working on portfolio
David Mandell

Are You Taking Advantage of Two Everyday Tax-Favored Assets?

Like everyone we have ever worked with, you likely want to reduce your taxes as…

VIDEOS

Taking Care of Mom and Dad
Webcasts

Taking Care of Mom and Dad: A Long Term Care Planning Solution

OJM Group Director of Financial Planning Michael Lewellen discusses a planning solution that can help…

PODCASTS

reviewing investment portfolio
Andrew Taylor

The Coronavirus Market Sell-Off, Your Portfolio and More

OJM Wealth Advisor Andrew Taylor, CFP® discusses this week's sharp decline in U.S. and the…