Consulting

With a multidisciplinary approach to the achievement of your financial goals, OJM Group’s consulting division is exceptional in the industry.

Our clients have found that a close collaboration of advisors from a variety of disciplines is essential in today’s complex environment. OJM’s team includes attorneys, CPAs, MBAs, CFPs, and insurance specialists who contribute their perspectives and expertise on each client’s challenges and goals.

We have helped some clients with only one or two solutions; for others, we have truly become a financial quarterback, coordinating all areas of their financial life.

OJM’s team reviews a plan you have in place to make certain it can deliver on your expectations, or we can create a dynamic plan tailored to your unique situation and financial goals.

ARTICLES

insurance advisor working with client
Bob Peelman

Permanent Life Insurance

Perhaps no wealth planning tool is as strongly debated as permanent life insurance. On the…

VIDEOS

retired couple hiking
Webcasts

After 2020, Are you still on track for Retirement?

After the events of 2020, are you still on track for retirement? OJM Group Director…

PODCASTS

inflation word art
Andrew Taylor

Inflation and Your Investments

OJM Group · Inflation and Your Investments: Should You Be Concerned? In the latest addition…