Consulting

With a multidisciplinary approach to the achievement of your financial goals, OJM Group’s consulting division is truly unique 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 unique perspectives 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

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Articles

Opportunity Zones Offer New Tax Savings and Investment Options

The Tax Cuts and Jobs Act of 2017 contained a unique benefit for taxpayers (particularly…

VIDEOS

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Other Video

OJM Group: Who we Are

People get more out of life when they can stop worrying about money. At OJM,…

PODCASTS

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Carole Foos

Year End Tax Tips

In our latest podcast channel, OJM Principal OJM Principal Carole Foos, CPA reminds taxpayers that…