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

David Mandell

Inflation and Your Investments

Inflation is a popular topic in the financial media this spring. This short article is…

VIDEOS

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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

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…