Wealth Management
Wealth Management
Whether you are a working individual, business owner or retiree it is important to make sure your assets are managed appropriately so the funds you have worked so hard to create will be there when you need them. We have a variety of investment platforms that will be thoroughly reviewed to ensure that we tailor a program to your individual needs.
- Assess your risk tolerance
- Design an asset allocation strategy
- Evaluate investment strategies
- Continuous monitoring to manage risk and take advantage of opportunities
Estate Planning
Preserve the wealth you have spent your life creating. In order to pass this wealth to your heirs in the most tax favored way there are important steps that must be taken. A plan can be designed to make sure your wishes are carried out and your family is taken care of while enjoying the legacy you have created.
- Transfer your estate according to your wishes
- Minimize estate taxes and expenses*
- Fund estate taxes*
*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.
