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The post An Overview of Asset Transfer Strategies first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide

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FINANCIAL PLANNING ASSISTANCE

Integrated Financial Planning and Wealth Management at Omni 360 Advisors: Your Pathway to Financial Prosperity

Omni 360 Advisors offers a comprehensive suite of services in financial planning and wealth management, serving clients nationwide. Our team, including Certified Financial Planning professionals™ (CFP®) , Certified Financial Analysts (CFA®), and experts in various disciplines, is dedicated to guiding you towards achieving your financial aspirations. Whether it’s building wealth, planning for retirement, or managing assets, our approach is tailored to your unique needs. We specialize in crafting personalized financial plans and wealth management strategies, focusing on long-term prosperity and financial stability.

Customized Financial Solutions: Aligning with Your Wealth and Financial Goals

At Omni 360 Advisors, we understand that effective financial planning and wealth management require a personalized touch. Our certified professionals work closely with you to understand your financial situation, goals, and risk preferences. We develop bespoke strategies that encompass not just financial planning but also sophisticated wealth management techniques, such as investment management, tax planning, and estate considerations. Our aim is to create a harmonious plan that not only secures your current wealth but also paves the way for future growth and legacy building.

A Holistic Approach to Financial Planning and Wealth Management

What distinguishes Omni 360 Advisors is our holistic approach, combining the expertise of financial planners, wealth management specialists, legal professionals, and accountants. This multidisciplinary strategy ensures a comprehensive view of your financial picture, allowing us to create a cohesive plan that addresses all facets of your financial life. Our integrated services include estate planning, asset protection, tax optimization, and investment advice, ensuring that every aspect of your financial and wealth management needs is meticulously addressed.

Partner with Omni 360 Advisors for Comprehensive Financial and Wealth Management

Choose Omni 360 Advisors as your partner in financial well-being and wealth accumulation. Our commitment to providing extensive expertise and personalized service positions us as a leader in financial planning and wealth management. We are dedicated to helping you make informed decisions that maximize your financial potential and secure your future. Contact us to discover how our nationwide services in financial planning and wealth management can help you achieve your financial goals and create a lasting legacy.

LINDA FARINOLA, CFA, CFP©, EA

Neel Shah, Esq., CEPA, CFP®

BRYAN KATZ CFP®, CHFC®, CLU®, CASL®, RICP®

FRANK FERNANDEZ CFP®, EA


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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
An Overview of Asset Transfer Strategies

You may need to transfer assets for all sorts of reasons. A working knowledge of ...

The post An Overview of Asset Transfer Strategies first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide

When navigating the complex world of estate planning, financial planning, and tax planning, understanding the ...

The post Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more