Broker Check

(630) 510-3126

OMH Partner Group, Inc.

Protect, Manage, Educate... Investment Navigation.

 
18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

Investment Retirement Planning

Investment Retirement Planning

The Financial ABC’s of Retirement Planning Model is simple to use and understand. The model will allow you to create liquidity, protect principle, protect income, and manage your risk.


Learn More

Retirement Planning Courses

Retirement Planning Classes

Three classroom courses teaching The Financial ABC’s of Retirement Planning Model, The Six Pillars of Retirement Income, and Maximizing Your Social Security. Learn why the ABC Model of Retirement Planning is so effective.

Learn More

College & Financial Aid Planning

College & Financial Aid Planning

A comprehensive college financial aid strategy to maximize the amount of need based aid that you may receive. Specializing in helping families navigate the confusing process of applying for financial aid.

Learn More

 

Download Our Latest Whitepaper Free!

7 Principles of Long-Term Investing

Click below to download your FREE copy today.

Download Now

 

All rights reserved by David P. Vick, used by permission

Helpful Content

Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

 

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

View all articles arrow

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

View all videos arrow