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Recent Posts
The Hidden Costs of Not Having an Estate Plan

Why failing to plan now could cost your loved ones later. Many people assume estate planning is only necessary ...

The post The Hidden Costs of Not Having an Estate Plan first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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From Wealth Creation to Wealth Preservation: How Entrepreneurs Transition Post-Exit

For many entrepreneurs, building a business is a decades-long journey of wealth creation, culminating in a lucrative exit. ...

The post From Wealth Creation to Wealth Preservation: How Entrepreneurs Transition Post-Exit first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Insurance & Risk Management Services

Life Insurance Services

Life insurance is essential to safeguarding both your loved ones and your business. Without expert assistance, however, it can be difficult to determine what policy may be best for you. Trust in the professionals at OMNI 360 ADVISORS LLC to place the optimal coverage to accomplish your unique goals.

Disability Income Insurance Services

Loss of wages due to a disability can be devastating to your financial well-being. Disability income insurance could be one of the most essential components of your risk management portfolio. Business owners can utilize Disability Overhead Expense Insurance to pay overhead if they become disabled, while Disability Buy-Out Insurance may fund a disability Buy-Sell agreement. To learn more about our disability income insurance services.

Long-Term Care Insurance Services

Regular health insurance is often unable to cover the costs of long-term care. Long-term care insurance can protect you financially by assisting with these costs. Such policies can reimburse the often high expenses of assisted living facilities, in-home care, adult day care centers, and nursing homes. Although it may not be right for everybody, long-term care insurance can be life-changing for those who need it. Click here to learn more about our long-term care insurance services.

LINDA FARINOLA, CFA, CFP©, EA

Neel Shah, Esq., CEPA, CFP®

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

  • risk management services
  • insurance solutions
  • life insurance coverage
  • disability income insurance
  • long-term care insurance
  • business risk management
  • disability buy-out insurance
  • financial protection strategies
  • insurance advisory services
  • wealth protection plans
  • business insurance solutions

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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
The Hidden Costs of Not Having an Estate Plan

Why failing to plan now could cost your loved ones later. Many people assume estate planning is only necessary ...

The post The Hidden Costs of Not Having an Estate Plan first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
From Wealth Creation to Wealth Preservation: How Entrepreneurs Transition Post-Exit

For many entrepreneurs, building a business is a decades-long journey of wealth creation, culminating in a lucrative exit. ...

The post From Wealth Creation to Wealth Preservation: How Entrepreneurs Transition Post-Exit first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more