Business

Our retirement specialists support your corporation and its employees

Retirement planning can be a complex and grueling process. Omni Financial Advisors specializes in guiding your employees through the daunting challenge of planning for this critical time of their lives. Our goal is to make retirement planning easy for your employees by making it easy for you.  Our success is reflected in the growing base of clients referred to us.

1

We're Experienced

OFR has the experience and the tools required to help you carefully coordinate every aspect of your present and future needs in a way that brings clarity and structure to your financial life.

 

3

We're dedicated

We take the big picture approach to deliver layers of services and skills that help your business thrive.

2

Quality

Omni Financial Advisors directly, and through its affiliates, offers quality, cost-effective financial and accounting services that go beyond the foundational services of tax preparation and investment advice.

 

4

Time

We take time to understand the unique needs and goals of each client. And we are proud to say that we have helped many businesses create customized plans that grow their assets and preserve their wealth.

Ongoing Advisement

Omni Financial Advisors maintains relationships with client companies, advising them on the growth and maintenance of their programs. OFR can also help employers plan competitive employee welfare benefits, including automatic payroll deductions to pay for life, disability, and retiree health planning or auto insurance.

Affiliated Services

Omni Financial Advisors has a comprehensive understanding of the diverse needs of corporate clients.   We meet those needs with our own skills and services as well as through our professional relationships with many of the most experienced financial service professionals in the region. Together, we are prepared to support your personal financial goals and to provide the kind of expertise you need in the following areas:

Property & Casualty Insurance

Property & Casualty Insurance

Property and casualty insurance provides optimal protection from liability and property loss within the individual’s or company’s budget.

Accounting & Payroll

Accounting & Payroll

Qualified accountants and payroll administrators provide professional tax planning and payroll services to meet the needs of businesses at varying levels of complexity.

Pension Administrator

Pension Administrator

Pension administrators provide comprehensive benefits planning and execution services for both retirement plans and flexible benefits programs.

Legal

Legal

Lawyers advise, strategize, problem solve, advocate and negotiate matters for both personal and commercial purposes.

Third Party Administrator

Third Party Administrator

Third-party administrators execute the technical requirements of employee retirement plans. Generally they are more effective than in-house staff.

Mortgage

Mortgage

Our relationships with mortgage brokers can help individuals obtain financing for their personal residence, as well as assisting businesses finance their commercial properties.

Please contact our office today so that we can help your business become better prepared for a promising future.

Contact us!