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
Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

See more
According to Young Investors, Progress Toward Goals Matters Most

Younger and older investors are likely to have different preferences in music, movies, and fashion. ...

See more
Guiding Your Aging Parents Through Life’s Next Chapter: A Strategic Overview

In today’s aging society, many families face the responsibility of caring for elderly parents. This ...

See more

WHAT 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

Entrepreneurs and Business Owners

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

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

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

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

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!

HAPPY NEW YEAR AND WELCOME TO 2024!

We hope that you and your family had an enjoyable holiday season...

Click here to download
PROACTIVE YEAR-END TAX PLANNING

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 download

AS FEATURED IN

WSJ
USN
RA
LZ
BAR
TSD
ND
MSN
FRBS
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
Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

See more
According to Young Investors, Progress Toward Goals Matters Most

Younger and older investors are likely to have different preferences in music, movies, and fashion. ...

See more
Guiding Your Aging Parents Through Life’s Next Chapter: A Strategic Overview

In today’s aging society, many families face the responsibility of caring for elderly parents. This ...

See more