You Can Not Get Anywhere Without Strategy
When you first come in and meet us, you will never hear about products or be forced to listen to a sales pitch. That is not how we do things. Our plan revolves around The Financial ABC’s of Retirement Planning strategy. Without a plan, there is no way any product or service can get you to your financial dreams. At our first meeting, we learn your goals and how we can develop a plan that gets you where you want to be. In other words, we will take a “financial snapshot” to see where you are and where you want to go.
Being teachers by nature, part of our mission is our full lineup of ABC courses. These in-depth classes have been designed to give you an alternative planning model that is more aligned with Main Street than Wall Street. They will help with specific questions you might have when it comes to retiring or living in retirement. We have found that the more educated our clients are, the easier it is for them to sleep soundly at night. They sleep well because they now have a plan with just the right amount of liquidity, protection, and managed risk that our partners want. They understand how their assets are working together to prepare a successful retirement for them. We like to call it the “sleep at night factor.”
“The Financial ABC’s of Retirement Planning has changed the industry; it has changed the way people think about their portfolios, and it gives them a common sense solution that they control. It is a simple and easy to understand model that is so much different than the Wall Street approach.”
--Paul Daly, President of OMH Partner Group, Inc.
Serving With Excellence
We have no hidden agenda. Our intentions are clear. OMH Partner Group has set itself up to provide for the needs of those looking to retire or are in retirement. With an almost endless array of tools at our disposal, we can serve your financial needs. We offer:
- Retirement Planning
- Income Planning
- Social Security Planning
- College Financial Aid Planning
- Fixed, Fixed Indexed, and Variable Annuities
- Tactically Managed Investments
Let Us Show You How Our ABC Planning Process Can Work For You
At OMH Partner Group, our program revolves around our ABC Process. Let us Investigate, Recommend, Implement, Review, and Adjust your financial plan. These steps will help you challenge your fictional beliefs and work through your emotions while traveling down a logical path to financial success. The plan will come with two facets: overview and detail. You will want to understand the “big picture” of your plan while also digging into the details.
We Stand Ready
The centerpiece of any relationship is trust. Without trust, it is impossible to partner with anyone. We see our relationship with our clients as a partnership. The only way that relationship will be beneficial is with transparency and honesty.
Our partners are the driving force of our firm. Everything revolves around our partners’ needs and goals. At OMH Partner Group, that is how we do things. We are an independent company. That means that we do not answer to some large, faceless company up on Wall Street. We have no sales goals to reach, and we are not forced to sell any one product or service. Our partners' needs and the ABC Model dictate the appropriate strategy to follow.