what we do
Our Services
Partner with us to outsource minutiae and risks, so you can focus on saving taxes, investing more, planning an exit, and sharing success.
Experience financial success with our trusted solutions.
Pension Administration & Compliance
Omnia Executive offers personalized solutions for designing and implementing effective defined contribution plans that meet the unique needs of your business and workforce. As a trusted service center for small businesses, we provide customized support to ensure your retirement plan is tailored to your specific needs and goals.
Pension Administration & Compliance
Omnia Executive offers personalized solutions for designing and implementing effective defined contribution plans that meet the unique needs of your business and workforce. As a trusted service center for small businesses, we provide customized support to ensure your retirement plan is tailored to your specific needs and goals.
Key Person Plan Design
A key person plan design is an attractive benefit for critical employees to retain top talent. Omnia Executive offers customizable packages that provide added savings, long-term income diversification possibilities, and protection for your business. Let us help you design, implement, and finance your selection to recruit great employees and retain them with a competitive benefits package.
Key Person Plan Design
A key person plan design is an attractive benefit for critical employees to retain top talent. Omnia Executive offers customizable packages that provide added savings, long-term income diversification possibilities, and protection for your business. Let us help you design, implement, and finance your selection to recruit great employees and retain them with a competitive benefits package.
Succession or Exit Planning
Omnia Executive offers retiring business owners a simplified and cost-effective approach to exit planning without involving bankers and brokers. By systematically transitioning funds from the business into tax-advantaged savings vehicles, they can enjoy tax-conscious and cost-conscious solutions with reduced risk and more control.
Succession or Exit Planning
Omnia Executive offers retiring business owners a simplified and cost-effective approach to exit planning without involving bankers and brokers. By systematically transitioning funds from the business into tax-advantaged savings vehicles, they can enjoy tax-conscious and cost-conscious solutions with reduced risk and more control.
Insurance Consulting
Whether you’re an executive of a business that is new, growing, established or preparing for transition, protecting and accumulating assets for today and tomorrow is central to your company’s overall health. Partnering with a full-service firm like Omnia Executive with our range of capabilities is a wise investment for your closely held business.
Insurance Consulting
Whether you’re an executive of a business that is new, growing, established or preparing for transition, protecting and accumulating assets for today and tomorrow is central to your company’s overall health. Partnering with a full-service firm like Omnia Executive with our range of capabilities is a wise investment for your closely held business.
