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  (239) 939-4455   trevor.harrelson@omnifinserv.com

OMNI Financial Services

OMNI Financial Services
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Asset Protection

Asset Protection

Individuals such as physicians, business owners, or owners of rental real estate may have always been concerned with asset protection, but it’s now a topic of concern for other people as well and should be considered as a part of any comprehensive financial strategy.  We have the experience and expertise to help you protect your hard earned assets and pass on your legacy.

  • Assess risk factors
  • Coordinate with attorney to develop legal strategies*
  • Develop and implement financial solutions
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*OMNI Financial Services and Securian Financial Services do not provide specific tax or legal advice. Consult a qualified tax or legal advisor regarding your individual situation.

 

Visit our companion website for more information: www.assetectomy.com

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Contact info

  •   12610 New Brittany Boulevard, Fort Myers, Florida 33907
  •   (239) 939-4455
  •   trevor.harrelson@omnifinserv.com

Contact us

OMNI Financial Services is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Our firm has various representatives that are licensed to conduct business in CA,CT,FL,GA,IA,IL,KS,KY,LA,MI,MN,MO,NC,NE,NJ,NM,OH,OK,PA,SC,SD,TN,TX,VA,WI for non-registered insurance products only. We also have various representatives that are licensed and registered to conduct business in the following states: CA,CO,CT,FL,GA,IA,IL,IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,NC,NE,NJ,NM,NV,NY,OH,OK,OR,PA,SC,SD,TN,TX,VA,WI for non-registered and registered insurance products, as well as securities.

Certain individuals associated with OMNI Financial Services are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with OMNI Financial Services are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

OMNI Financial Services, 12610 New Brittany Blvd., Ft. Myers, FL, 33907 239-939-4455 Copyright 2014 OMNI Financial Services, Securian Financial Network. All Rights Reserved.

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