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

Increase Tax Deductions and Boost Retirement Savings with a Cash Balance Plan

A Cash Balance Plan is a Qualified Retirement Plan (QRP) that can provide physicians and…

VIDEOS

Webcasts

Your Time in the Market: More Important than Timing the Market

In our March webcast, OJM Wealth Advisor Adam Braunscheidel, CFP, discusses the importance of time…

PODCASTS

Jason O'Dell

Cash Balance Plans: Under-Utilized Tax Reduction Tools

OJM Group partner Jason O'Dell provides an overview of Cash Balance Plans and discusses how…