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
Resilience in Investment: Navigating Recessions with Confidence
In the face of looming recessions, investors often confront the dilemma of whether to continue ...
The post Resilience in Investment: Navigating Recessions with Confidence first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreImportant IRS Update: Significant Interest Penalty Increase for Tax Underpayments
The Internal Revenue Service (IRS) has recently announced a critical change that could significantly impact ...
The post Important IRS Update: Significant Interest Penalty Increase for Tax Underpayments first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreWill Inflation Hurt Stock Returns? Not Necessarily
Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good ...
The post Will Inflation Hurt Stock Returns? Not Necessarily 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
- ASSET PROTECTION PLANNING
- BUSINESS SUCCESSION PLANNING
- ESTATE PLANNING
- FINANCIAL PLANNING ASSISTANCE
- INSURANCE & RISK MANAGEMENT SERVICES
- INVESTMENT MANAGEMENT SERVICE
- PROFESSIONAL FIDUCIARY SERVICES
- RETIREMENT PLANNING & IRA PLANNING
- TAX, CONSULTING & ACCOUNTING SERVICES
- TAX REDUCTION PLANNING
- TAX SERVICES
- ENVIRONMENTAL, SOCIAL, AND GOVERNANCE-BASED INVESTING
- DIVORCE MEDIATION SERVICES
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
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...
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Schedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Our Social Media
Connect with us on Social Media using the following buttons:
Visit our Podcasts
Listen in, Join the Conversation!
Recent Posts
Resilience in Investment: Navigating Recessions with Confidence
In the face of looming recessions, investors often confront the dilemma of whether to continue ...
The post Resilience in Investment: Navigating Recessions with Confidence first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreImportant IRS Update: Significant Interest Penalty Increase for Tax Underpayments
The Internal Revenue Service (IRS) has recently announced a critical change that could significantly impact ...
The post Important IRS Update: Significant Interest Penalty Increase for Tax Underpayments first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreWill Inflation Hurt Stock Returns? Not Necessarily
Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good ...
The post Will Inflation Hurt Stock Returns? Not Necessarily first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See more
