Our Mission
Honor the Past, Enjoy the Present, and Plan for the Future
Our Mission is to help our clients financially Honor the Past, Enjoy the Present, and Plan for the Future! Money is a great tool, but as with many good things we can use it wisely or wastefully. We work hard to help our clients have the proper view of their money and coach them to use it wisely to accomplish their personal and family missions. We take pride in creating customized strategic solutions to meet each client’s goals, while eliminating stress and replacing it with confidence and making the process enjoyable.
Matthew 7:25 - And the rain fell, and the floods came, and the winds blew and slammed against that house; and yet it did not fall, for it had been founded on the rock
We are building our business and your financial plans from the foundation up. Starting with preservation, we strive to help you weather any storm, only then can we safely plan for the growth of your assets. Read below to see how we can help you preserve, save and manage!
"People never care how much you know,until they know how much you care."
- John C Maxwell
Preserve, Save, Manage
Simplify the Complex
From cost to the function of financial products the finance industry has a way of being vague and confusing. Educating our clients to make informed decisions is one of our main objectives. Let us answer your questions!
Your Money is a Tool
Money is so cold. What if we changed the way we looked at money. Could we start to see it as a tool for us to use rather than something we chase. Can we honor the past, enjoy the present and plan for the future simultaneously? We want to help you put money in its place!
Personalize the Impersonal
The needs, goals, and desires of you and your loved ones are the driving factor in our decision-making process. We want all of the members of the Omni Family to know they are cared for personally and their needs come before our own. We want to know you!
Trust Matters
We build trust with our clients so we can focus on what's really important. Their needs. We plan through every aspect of their financial journey. Trust allows there to be open and clear communication, without which holistic comprehensive planning isn't possible. Trust matters!
We want to help you have a plan
Failing to plan is planning to fail. We love to help our client put the pieces of their financial future together. You are never too old or too young to plan or start something new!
Cost Matters
The cost of advice as well as the cost of the underlying investments matters. If left unchecked it can be a serious drag to your portfolio. We dig deep on costs and make sure you know what you are paying for and why. Let us do a cost audit on your current investment portfolio and show you what you are paying!