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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.

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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.

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RETIREMENT PLANNING & IRA PLANNING

For Employees: Customized Retirement Strategies at Omni 360 Advisors

Personalized Retirement and IRA Planning: At Omni 360 Advisors, we specialize in crafting individualized retirement plans, including IRA and 401(k) strategies. Our team helps you navigate the complexities of retirement savings, aligning your plans with your financial goals and life circumstances. We focus on creating tax-efficient strategies that maximize your retirement savings, providing you with a range of investment options tailored to your needs.

Integrated Retirement Solutions: We integrate tax planning and investment management in your retirement strategy, ensuring a comprehensive approach. Our advisors help you understand the various retirement account options, from traditional IRAs to Roth IRAs, guiding you towards the choices that best suit your financial situation and goals. We also emphasize the importance of legal planning, offering solutions like trusts to protect and efficiently manage your retirement assets.

Securing Your Retirement Future: Our goal at Omni 360 Advisors is to ensure a secure and comfortable retirement for you. We provide expert advice and resources to help you effectively manage your investments, understanding the inherent risks and opportunities. With our support, you can confidently navigate the path to a fulfilling retirement.

For Employers: Effective Retirement Plan Management with Omni 360 Advisors

Comprehensive Pooled Employer Plans: We offer expert management of Pooled Employer Plans, providing a streamlined and cost-effective retirement solution for businesses. Our services help employers offer competitive retirement benefits, enhancing employee satisfaction and loyalty.

Customized Employer-Sponsored Retirement Plans: Omni 360 Advisors collaborates with employers to create customized retirement plans that align with both company objectives and employee needs. We ensure these plans are tax-efficient and legally compliant, providing a beneficial solution for all parties involved.

Expertise in Legal and Investment Management: Our comprehensive services include legal advice and investment management for employer-sponsored retirement plans. We assist in navigating the complexities of retirement plan regulations and investment choices, ensuring that your company’s retirement plan is both financially advantageous and compliant with legal requirements.


Plan for Retirement with Omni 360 Advisors LLC

Take control of your retirement planning with Omni 360 Advisors LLC. Contact Us today to learn how our integrated retirement planning services can help you achieve a financially secure retirement. Let’s work together to build a retirement plan that fulfills your dreams and aspirations.

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