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Owner only Plans

Maximize Your
Retirement Savings

As a business owner, your retirement savings deserve special attention.

Whether you’re a sole proprietor, self-employed, or a small business owner with no employees, our specialized plans are designed to meet your unique needs.

Benefit from customized investment options, tax advantages, and the expertise of our team to ensure a solid foundation for your personal financial future.

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working on report

As a business owner, your retirement savings deserve special attention.

Whether you’re a sole proprietor, self-employed, or a small business owner with no employees, our specialized plans are designed to meet your unique needs.

Benefit from customized investment options, tax advantages, and the expertise of our team to ensure a solid foundation for your personal financial future.

Secure Your Personal Financial Future with OMNIA Executive

What’s Included

Fee

OMNIA

Standard

  • Defined Contribution Annual Compliance & Administration

$175

  • Defined Contribution Annual Compliance & Administration

$450

  • Defined Benefit Plans Setup

$1,800

  • Defined Benefit Administration and Annual Compliance Services

$1,800

Get Started
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testimonIals

What Our Clients Say

When starting a business for the first time, you need someone to come along side you and give you guidance. Omnia Executive will do just that and more. They not only structured my agency to ensure the best possible tax outcomes, but also have provided the tools needed to manage my day to day. If you don’t know what you don’t know, then you need to take Omnia as a partner.

Jake Russell

AGENCY OWNER | GOOSEHEAD INSURANCE

RUSSELL & NOAH AGENCY

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