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.
We’ll assist you in every phase of your business and personal financial portfolio with comprehensive, tailored solutions from our specialized team of industry professionals. Our forward-thinking approach has helped community businesses across the nation save on taxes, invest in tax-sheltered vehicles and compile money for retirement. Omnia provides the following services as part of our promise to be your one-stop shop for all things small business:
- Tax Planning and Preparation
- Defined Contribution Plans
- Succession or Exit Planning
- Managing Risk and Outsourcing Minutiae
- 3(16) Fiduciary Services
- Key Person Plan Design
- Accounting Services
Studies show day-to-day responsibilities are the No. 1 reason owners don’t plan for the financial well-being of their company. With your time tied up in the daily operations of your business, Omnia Executive can fill in the gaps and help protect your business by providing these services:
- Key Person Coverage
- Life Insurance and Replacement Disability Insurance
- Pension Administration and Compliance
- Business Succession or Exit Planning
- Business Valuation
- Legacy and Estate Planning
By taking care of your priorities and those of the business, we’ll be better positioned to likewise serve the needs of your employees. We design, implement and administer all components of your defined contribution plan, helping your workforce understand their options so they can make a well-informed decision.
Omnia Executive has the tools and resources to help anyone achieve his or her financial objectives. What separates us from the alternatives is our team’s deep knowledge base of niche areas, ensuring custom support and not a cookie-cutter approach to solving your unique needs. We vow to think outside the box in our wealth and benefits consulting, assisting our clients to uncover optimal solutions for their financial goals.
