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

college graduates
David Mandell

Saving for the High Cost of College

Amid the uncertainty surrounding the new school year, it is important for parents and students…

VIDEOS

physician business
Webcasts

Overcome a COVID-19 Business Downturn

In this special presentation, OJM Group Partner, Carole C. Foos, CPA, discusses financial steps you…

PODCASTS

reviewing cash flow
ojmcares-2

Tips to Boost Cash Flow While Navigating COVID-19 Challenges

OJM Group · Tips to Boost Cash Flow While Navigating COVID-19 Challenges Bob Peelman, Director…