Property & Casualty Insurance

The first line of defense.

Property and casualty insurance is often the first line of defense for an individual or a business in a risk management/asset protection program. OJM’s insurance solutions team can review current coverage, including professional and general liability, property, umbrella, home, auto, and more.

ARTICLES

financial advisor review tax strategies
David Mandell

Savvy Strategies to Reduce Taxes on Your Investment Portfolio

Most of us want to reduce taxes wherever possible, especially today when tax increases may…

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

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David Mandell

Asset Protection Trusts

OJM Group · Asset Protection Trusts: How to Use Them Regardless of Your Home State…