Integrated Tax, Legal, Financial & Business Planning Solutions.
Let our in-house Certified Public Accountants, Enrolled Agents,
Certified Financial Planners ®, Estate Planning Attorneys & Tax Lawyers, Investment Advisors, and Insurance
Agents partner with you through life's opportunities & challenges.
“The future depends on what you do today”
-Mahatma Gandhi
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can be of assistance.
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Recent Posts
Business Owner Obligations in 2024: Navigating the Corporate Transparency Act
You may heard recently about “The Corporate Transparency Act” or “CTA”. We are reaching out to ...
The post Business Owner Obligations in 2024: Navigating the Corporate Transparency Act first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreUnderstanding Guardianship for Older Adults
Guardianship is becoming a significant issue for baby boomers caring for aging parents. Traditionally, it ...
The post Understanding Guardianship for Older Adults first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See more6 Documents You Need to Preserve Family Legacy
Leaving a lasting legacy for your family requires smart planning now. Intergenerational wealth transfers can ...
The post 6 Documents You Need to Preserve Family Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreWHAT WE DO
Omni 360 Advisors is an integrated financial services, legal planning, and accounting firm* committed to a 360 approach to creating and implementing powerful life and legacy plans for our clients long-term success.
*see disclosure below
Who We Help
Entrepreneurs and Business Owners
Omni 360 supports business owners and entrepreneurs through tax planning strategies, estate tax and distribution strategies, insurance needs analysis, cash management and succession planning. Other services offered include assistance with managing variable income and liquidity events, sudden money management and retirement planning, including maximizing owner/partner benefits as well as establishment and servicing of company retirement plans.
Pre-Retirees/Retirees
Omni 360 assists retirees with their full spectrum of financial needs. These include aligning retirement investments with overall goals, developing retirement income distribution strategies, helping clients understand their retirement payout options, creating Social Security maximization strategies, and providing estate tax and distribution planning, long-term-care planning and retirement scenario planning.
Executives and Professionals
Omni 360 works with executives and professionals from leading companies to maximize executive benefit plans, conduct retirement and other scenario planning, implement tax planning strategies and analyze stock options, restricted shares and other employer stock plans. We also devise strategies for deferred compensation planning, manage variable income streams and maximize pension payouts.
Your Wealth in Transition
For Individuals, Families, & Businesses in transition, Omni 360 Advisors provides comprehensive financial support and planning. Specific services offered include analyzing the tax consequences of inheritances, business exits/sales, settlements, cash flow and budgeting, real estate planning (for example, advice on selling a home or buying new property), second-marriage financial planning, long-term-care planning, end-of-life planning, and life insurance and long-term disability insurance planning.
Young Professionals/Families
Charting a Prosperous Path for Young Professionals: Your Financial Success, Our Priority. As you embark on your career journey, our comprehensive financial planning is designed to guide you through the maze of decisions, helping you secure a stable future. We understand the unique challenges you face – from managing student loans to optimizing your early-career earnings – and we're here to provide expert insights that align with your ambitions.
News and Insights
HAPPY NEW YEAR AND WELCOME TO 2024!
We hope that you and your family had an enjoyable holiday season...
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PROACTIVE YEAR-END TAX PLANNING
One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and...
Click here to downloadAS FEATURED IN
Schedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Careers/Open Positions
Explore all available job
listings and become a part of an amazing team.
Our Social Media
Connect with us on Social Media using the following buttons:
Visit our Podcasts
Listen in, Join the Conversation!
Recent Posts
Business Owner Obligations in 2024: Navigating the Corporate Transparency Act
You may heard recently about “The Corporate Transparency Act” or “CTA”. We are reaching out to ...
The post Business Owner Obligations in 2024: Navigating the Corporate Transparency Act first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreUnderstanding Guardianship for Older Adults
Guardianship is becoming a significant issue for baby boomers caring for aging parents. Traditionally, it ...
The post Understanding Guardianship for Older Adults first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See more6 Documents You Need to Preserve Family Legacy
Leaving a lasting legacy for your family requires smart planning now. Intergenerational wealth transfers can ...
The post 6 Documents You Need to Preserve Family Legacy first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See more
