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

retirement graphic
David Mandell

Four Common Pitfalls in a Qualified Retirement Plan

OJM Group has reviewed many qualified retirement plans (QRPs) for businesses and professional practices, including…

VIDEOS

Michael Lewellen

Protecting Your Family’s Wealth in the Last Years of Life

In our September 2018 on-demand webcast OJM Director of Financial Planning Michael Lewellen, CFP, discusses…

PODCASTS

one hundred dollar bills
David Mandell

180 Million Dollar Lawsuit Against an Orthopaedic Surgeon

In the news this week, a former NFL player sued his orthopaedic surgeon for $180…