Insurance

Options for premium reduction and improved coverage.

OJM Group works with individuals and businesses to analyze existing insurance coverage, compare existing policies to alternatives, and recommend options for premium reduction and improved coverage. Because OJM is not affiliated with any insurance company, our team members can help clients secure insurance products that integrate with other aspects of their wealth plans to meet their long-term financial goals.

ARTICLES

image referencing taxes
David Mandell

Tax Diversification

It is not surprising that the top financial goals of physicians and other high-net-worth investors…

VIDEOS

employees on zoom call
Webcasts

The New & Expanded Employee Rentention Credit

Nearly all taxpayers are looking for legitimate tools to reduce taxes. The Employee Retention Credit…

PODCASTS

municipal bonds in your portfolio
Andrew Taylor

Are Municipal Bonds Safe for Your Diversified Portfolio

OJM Group · Are Municipal Bonds Safe for Your Diversified Portfolio? OJM Wealth Advisor Andrew…