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.
Schedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Payment Portal
for Tax and Accounting invoice
This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.
Our Social Media
Connect with us on Social Media using the following buttons:
Visit our Podcasts
Listen in, Join the Conversation!
Recent Posts
Your Tax Return Is a Roadmap: What to Review Before Year-End
Your completed tax return can reveal planning opportunities before year-end. Review investment gains, business income, retirement contributions, and estimated tax payments with your tax and ...
<p>The post Your Tax Return Is a Roadmap: What to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Business Owners: Five Financial Conversations to Have Before December
Before year-end, business owners should review profit projections, cash reserves, major purchases, retirement plan funding, and personal financial goals with their advisory team. The start ...
<p>The post Business Owners: Five Financial Conversations to Have Before December first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Before You Make a Year-End Financial Move, Ask How It Affects the Rest of Your Financial Picture
Before making year-end tax, investment, retirement, business, or charitable decisions, consider how each move affects your broader financial picture. Year-end financial planning often starts with ...
<p>The post Before You Make a Year-End Financial Move, Ask How It Affects the Rest of Your Financial Picture first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>