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

Three Strategies to Implement for a Retirement-Ready Future

An effective retirement plan cannot simply be established at the start of one’s career and…

VIDEOS

Webcasts

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

calculator tax form
Carole Foos

Year End Tax Tips

In our latest podcast channel, OJM Principal OJM Principal Carole Foos, CPA reminds taxpayers that…