Buy-Sell and Business Overhead Insurance

Part of a well-planned protection strategy

One of the biggest risks to a closely-held business is the disability or death of a partner. The right type of insurance protection can shield the business, the injured/deceased partner’s family, and the remaining partners. OJM can review these coverages with the owner(s) of a business or practice and discuss how they fit into a well-planned business protection strategy.


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…


stock market finances

Protect Personal Finances During COVID-19

OJM Group partner David Mandell, JD, MBA, discusses five concrete actions you can take now…


reviewing investment portfolio

The Coronavirus Market Sell-Off, Your Portfolio and More

OJM Wealth Advisor Andrew Taylor, CFP® discusses this week's sharp decline in U.S. and the…