We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA)suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
OMNI 360 Wealth, Inc, an independent financial planning, investment advisory and financial services firm, is committed to safeguarding the confidential information of its clients.
We hold all personal information provided to our firm in the strictest confidence. These records include all personal information that we collect from you in connection with any of the services provided by Omni 360 Wealth.
We have never disclosed information to non-affiliated third parties, except as permitted by law, and do not anticipate doing so in the future. If we were to anticipate such a change in our firm policy, we would be prohibited under the law from doing so without advising you first.
As you know, we use health and financial information that you provide to us to help you meet your personal financial goals while guarding against any real or perceived infringements to your rights of privacy.

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Recent Posts

The Tax Opportunities People Often Miss in the Years Between Retirement and RMDs

The years between retirement and required minimum distributions can create valuable tax-planning opportunities. Learn how Roth conversions, capital gains, charitable giving, and income timing may fit into a coordinated retirement strategy. Retirement is often viewed as the point when financial planning becomes ...

<p>The post The Tax Opportunities People Often Miss in the Years Between Retirement and RMDs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Should You Gift Money to Your Children Now or Leave It to Them Later?

Should you give money to your children during your lifetime or leave it as an inheritance? Explore the family, tax, control, and legacy considerations that can help guide the decision. For many successful families, estate planning eventually raises ...

<p>The post Should You Gift Money to Your Children Now or Leave It to Them Later? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

The 5 Financial Decisions You Should Review Every Year—Even When Nothing Has Changed

An annual financial review can help keep your tax strategy, investments, insurance, estate plan, beneficiaries, and retirement goals aligned with your life and priorities. Financial ...

<p>The post The 5 Financial Decisions You Should Review Every Year—Even When Nothing Has Changed first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>