OmniStar Financial Group

Business Planning

Wealth Management for Dentists Concept
10/29/2025

Wealth Management for Dentists: Building a Financial Plan Beyond the Practice

Dentists face unique financial challenges, from student loans to practice ownership. Learn how specialized wealth management connects practice success, personal growth, and retirement planning for lasting financial independence.

Financial journey
10/20/2025

Five Things to Ensure Your Financial Journey is Headed in the Right Direction

Over the last several months, I have become exponentially more involved in…

Future focus
Succession planning and figurines with arrows.
07/16/2025

Why Succession Planning Is the Best Investment Your Family Business Can Make

As a family business expands, the stakes rise with it: more employees,…

Business team are meeting and discussion for financial planning, business strategies and marketing research.
07/16/2025

5 Signs You Need a Financial Second Opinion

Financial planning isn’t something you set up once and forget about; it’s…

Businessman counting money at desk in modern office with laptop and notes on glass wall, reflecting professional finance management
07/16/2025

Why Do Successful Business Owners Need Wealth Management?

Effectively managing wealth involves more than merely growing assets. It requires strategic…

boi imagie reporting requirements
01/10/2025

What You Need to Know About the Recent BOI Reporting Requirements Pause

The Financial Crimes Enforcement Network (FinCEN) is still operational, and you are…

Gd 2dB WcAAHS3W
12/06/2024

Texas Court Strikes Down Corporate Transparency Act – A Huge Win for Business Owners!

On December 3, the U.S. District Court for the Eastern District of…

money on wall art house 260nw 1962419926
Simple Business Plan article image
06/14/2024

Business Planning In Four Steps

Many of our clients are current or former business owners so this…

Scroll to Top