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Hands-On Consulting for Business Owners

Hands-On Consulting for Business Owners

At OMNI Financial, we specialize in helping business owners get the most value from their hard work and assets. Our expertise and education-forward approach gives clients access to everything they need so they can scale their business and reach their goals. We help you build solid financial foundations so you can focus on what you're passionate about.

Helping Clients Gain Back Their Time

Helping Clients Gain Back Their Time

OMNI Financial works with construction owners, professionals and retirees, helping them regain their time and freedom. We offer comprehensive financial services with specialization in scaling businesses’ and individuals’ assets so each client can gain maximum value from their efforts.

Young Professionals

Young Professionals

Let us help guide you through everyday decisions and major life changes so you’re prepared to grow your wealth long-term.

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Pre-Retirees & Retirees

Pre-Retirees & Retirees

We'll take a realistic approach to advising, combining our understanding of your current situation with your retirement goals.

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Business Owners

Elevate your business plan with a thoughtfully crafted financial strategy for sustained success, including seamless succession planning.

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Construction Owners

Construction Owners

With a well-designed financial plan, you can supplement your business efforts and gain the time to invest more into running business operations.  

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Our Comprehensive Approach

For Your Personal Goals

Whatever your goals are, we offer the tools and techniques you need to manage your finances and gain the time to focus on what you want.

Personal Services

For Business Growth

Our full-service team is equipped to help you build solid foundations and implement proactive strategies to help protect and grow your business.

Business Services
Work On Your Business, Not in It

Work On Your Business, Not in It

Stop running your business and start owning it. We help business owners create plans so they can focus less on finances and focus more on what matters.

Explore Our Resources

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Medicare Advantage 101

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.
Reviewing Your Life Insurance Needs

Reviewing Your Life Insurance Needs

Learn how the review process works and how it may help you better understand your Life Insurance.

REACH OUT TODAY, LET'S GET STARTED

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