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

OMNI Financial Services

OMNI Financial Services

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Business Solutions

Business Solutions

As you travel through your business life cycle from formation of your company through your transition out of it you will be faced with many important decisions.  OMNI Financial Services can guide you along the way.  We can consult with you on a variety of issues including employee growth and retention plans, key executive benefits, asset management and strategies to help protect your company.  In addition we will work with you to create a properly structured business continuation strategy so when the time comes you can exit your company and enjoy retirement.

Employee Growth and 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 performance based incentive compensation, benefits packages, employment agreements, vesting schedules and other tools you can give your employees a higher level of job satisfaction and the motivation to do their very best.  Plans can also be designed to help protect your company should turnover occur.

  • Golden Executive Bonus Plans
  • Non-Qualified Deferred Compensation

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 culture.  We provide a variety of programs that are tailored to your company to help you eliminate the high cost of employee turnover.

  • 401(k) Plans
  • SIMPLE Plans, SEP IRAs
  • Group Medical Plans
 
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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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Contact info

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

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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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