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Business Services

Managing Finances So You Can Get to Business

Managing Finances So You Can Get to Business

Our full-service team is equipped to help you build solid foundations and implement proactive strategies to help protect your business through its life cycle. We will work with you on everything from employee benefits to a structured business continuation strategy so you can focus more on what you love: running your business.

Employee Growth & Retention Plans

Employee turnover can be costly and disruptive. We structure employee growth and retention plans to help minimize your turnover and retain your key employees while rewarding them for their efforts. Through compensation and benefits programs you can give your employees a higher level of job satisfaction and the motivation to do their very best.

Employee Benefits

Providing benefits to your employees is a way to invest in the most important part of your business: your people. Retaining quality employees is the key to having a successful, high performance company culture. At OMNI Financial, we provide a variety of programs that are tailored to your company to help you protect you from the high cost of employee turnover.

Retirement Plan Consulting

Your retirement plan is crucial for attracting and retaining top talent, so maintaining it is essential. OMNI Financial offers plan consultations to get to know your business and employee needs, helping you maximize value, minimize risk and incentivize performance. We can help you simplify plan management so you can focus on running your business.

Cash Balances

OMNI Financial offers expertise in assisting businesses with the management of cash balance plans, prioritizing informed decision-making and attention. Our advisors conduct regular plan reviews, monitor performance, and provide recommendations to ensure your plan remains compliant with regulations and on track toward your goals.

Financial & Tax Planning

Our business tax planning experts take a strategic approach to helping you unlock new streams of cash flow, minimize your tax bill and maximize your profits. With our help, you can turn taxes into your advantage as we create a roadmap to ensure the long-term financial stability of your business. Then you can focus on what really matters - growing your business.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Business Continuation & Exit Strategies

Are you building your business to last when it’s time for you to retire? It’s essential that you have a well-planned business continuation strategy that can help you make a smooth and profitable exit. We’ll help you develop a clear plan for transferring assets and responsibilities that focuses on communication and regular review, making your succession more manageable.

Individual Services

Whatever your goals, OMNI Financial offers tools and techniques to help your future unfold with as few surprises as possible.

Personal Services

Business Planning

Businesses, like individuals, have financial life cycles, from formation to transition. OMNI Financial can guide you along the way.

Business Planning Group

Contact Us

Reach out to our professionals at OMNI Financial today to learn how we can help you gain the time and freedom to do what you want in life.

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