Tailored Insurance Solutions and Financial Guidance for Individuals, Families, and Businesses
We at OMU Financial offer personalized financial strategies to help you achieve your long-term financial goals with confidence.
OMU Financial Values
We aim to build a strong and lasting partnership rooted in trust, transparency, and mutual respect. You can count on us to be your partner in success, providing tailored financial consulting and support that goes beyond the numbers.
Expertise
As industry leaders, we have the knowledge and experience necessary to create a sound financial strategy that aligns with your specific goals.
Integrity
We are committed to upholding the highest ethical standards and acting in the best interests of our clients in every interaction.
Service
We prioritize the needs of our clients, offering dedicated guidance and exceptional service to not only meet but exceed expectations.
Hi, We are OMU Financial
OMU Financial is a leading provider of comprehensive financial services dedicated to empowering individuals, families, and businesses in realizing their financial goals. We understand that every financial journey is different, which is why we take the time to develop customized solutions designed to meet the specific needs of each client. Our broad range of services includes life insurance, annuities, health insurance, Medicare, estate planning, business valuations, 1031 alternatives, business exit planning, and more. Whether you want to secure your family’s financial future or optimize your financial strategy to scale your business to new heights, we are here to support you every step of the way.
We have a process that we follow with every valued client.
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Inquire with Confidence
Have questions about your retirement plan, financial security, or need a professional analysis? We are ready to assist you.
Our experienced team is more than happy to collaborate with you to create a detailed financial plan tailored to your unique goals and concerns. Trust OMU Financial to provide you with the support you need to gain peace of mind.
OMU Financial Services
For Individuals
& Families
For Businesses
& Companies
Why Choose OMU Financial?
We at OMU Financial recognize the complexities involved in building a robust financial strategy. Our expertise lies in crafting comprehensive plans that address a wide range of critical considerations for your financial well-being, such as:
Minimize Market Risk
Tax Planning
Income Longevity
College Planning
Risk Management
Business Strategy
Exit Planning
Estate Management
Fast
We understand the importance of timely action in financial matters. Our streamlined processes and efficient service allow you to receive prompt guidance and solutions tailored to your needs.
Create the Life You Deserve
At OMU Financial, we empower you to take control of your financial future, providing the tools and strategies needed to create a lifestyle that aligns with your aspirations.
Protect Those You Love
We offer comprehensive insurance and risk management solutions designed to safeguard your loved ones, giving you the peace of mind needed to focus on what truly matters.
Build a Financial Legacy
Our strategic planning services aim to help you create a lasting financial legacy, preserving your wealth so it can be passed on to future generations according to your wishes.
Don't take our words for it, Hear from our clients
We at OMU Financial continuously strive to build and maintain our clients’ trust. Here are a few words from those who have experienced our dedicated financial planning services:
"Working with OMU Financial has been a transformative experience. Their expertise and personalized approach gave us the confidence to plan our retirement effectively. We feel secure knowing our future is in capable hands." - Sarah and John T.
"The team at OMU Financial went above and beyond to address our financial concerns. Their strategic guidance not only improved our financial outlook but also gave us peace of mind. We are grateful for their unwavering support." - Michael R.
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This information is provided as general information and is not intended to be specific financial guidance. The information and opinions expressed herein are from sources believed to be reliable; however, we make no representation as to its accuracy or completeness. Before you make any decisions regarding your personal financial situation, you should consult a financial, legal or tax professional to discuss your individual circumstances and objectives.