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Whether you are planning for retirement, your child's future education, or you desire comprehensive estate planning, OMS has solutions. We are focused on wealth preservation, business continuity, retirement planning, and family protection.

Are you saving enough? How prepared are you for retirement? The sooner you start saving for your retirement, the more time your money has the potential to grow. Consistency in saving and investing is essential. Determine how much you will need, set goals, and have a plan to get there. Working toward an investment plan gives you long-term focus and peace-of-mind. It’s never too early to start. Keyword…start. A little bit each month goes a long way.

Traditional 401(k) & SIMPLE IRA plans allow eligible employees to contribute a portion of their salary to a retirement plan. Employers may choose to contribute either matching or non-matching amounts to the plan. Employer contributions are tax deductible and employee contributions are excluded from income for Federal Income Tax purposes. Offering your employees a retirement option can make it easier to attract and retain valuable employees.

College Funding is an important component in many financial plans, if you have children or grand children you would like to provide for, OMS can guide you through this process. Estate Planning is another feature that is layered and comprehensive, many business professionals with extended estates need these services.

These are just a few of our financial service options. OMS goes beyond investments to include Life Insurance, Executive Insurance, and Disability options. All plans are flexible, as times change so do goals and future desires. OMS takes pride in providing secure solutions for individuals looking for an overall plan to their financial future. One thing we can be certain of is that the future is coming, so be ready.

Questions about our Financial Services or Retirement Planning? Call and speak to one of our business consultants.