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Podcast
At Omni360 Advisors, our advanced suite of tools is designed to empower your business decisions and drive growth. Discover how our innovative resources can help you thrive in today’s dynamic marketplace.
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
WHO WE HELP
At Omni360 Advisors, we empower small to mid-sized businesses, nonprofit organizations, and government entities to thrive in today's competitive landscape. Our tailored advisory services focus on enhancing operational efficiency, maximizing financial performance, and driving strategic growth. We partner with you to navigate complex challenges, ensuring sustainable success and a lasting impact in your community.
01 Entrepreneurs and Business Owners
Omni 360 helps business owners with tax planning, estate strategies, insurance analysis, cash management, and succession planning. Services also include managing variable income, sudden wealth, and retirement planning, including maximizing benefits and setting up company retirement plans.
02 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.
03 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.
04 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.
HOW WE HELP
At Omni360 Advisors, we empower small to mid-sized businesses, nonprofit organizations, and government entities to thrive in today's competitive landscape. Our tailored advisory services focus on enhancing operational efficiency, maximizing financial performance, and driving strategic growth. We partner with you to navigate complex challenges, ensuring sustainable success and a lasting impact in your community.
NEWS AND INSIGHTS
At Omni360 Advisors, we empower businesses to thrive by offering comprehensive consulting services tailored to your unique needs. Our expert team provides strategic insights and solutions in areas such as market analysis, operational efficiency, and digital transformation. We focus on driving sustainable growth through customized strategies, leveraging data-driven decision-making, and fostering innovation. With our support, you can navigate challenges, optimize performance, and unlock new opportunities, ensuring your business stays competitive in a rapidly evolving landscape.
HAPPY NEW YEAR AND WELCOME TO 2024!
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.
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...
New Omni Event
Town Hall Meeting
Last week we had our company Town Hall Meeting held once a quarter. Communicating and learning as a team helps make us stronger and better advisors for our clients.
The Rutgers Business Fair
Kelley (pictured) and Jill attended the Rutgers Business Fair this week. They met so many great future business leaders and began taking resumes for Omni 360's summer internship program.
View Recent Events
Stay informed about our latest activities and happenings. Browse through our recent events to discover what we've been up to and join us for future gatherings!