OmniStar Financial Group

Estate Planning

5 overlooked strat multigen wealth
09/30/2025

5 Overlooked Strategies for Protecting Multi-Generational Wealth

Protecting family wealth across generations requires more than growth—it takes structure, education, and planning. These five strategies help ensure your legacy lasts.

Risks derail weath strat

The Hidden Risks That Can Derail Your Wealth Strategy

Even the best wealth strategies can be blindsided by inflation, tax law changes, or unexpected life events. This blog explores the often-overlooked risks that can chip away at your plan—and how OmniStar helps clients build resilience before those risks surface.

Business adviser meeting to analyze and discuss the situation on the financial report in the meeting room. Investment Consultant, Financial Consultant, Financial advisor and accounting concept.
07/16/2025

Wealth Manager vs. Financial Advisor: Who Really Manages My Wealth

Many people assume “wealth manager” and “financial advisor” mean the same thing….

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…

omnistar 2
05/30/2025

Don’t Let Inflation Eat Your Savings: Wealth Preservation Made Easy

Inflation isn’t just a buzzword—it’s a reality that affects your wallet every…

Housing Market3
05/15/2025

The Housing Market Through the Eyes of the Younger Generation

Household income over the last several years has not kept pace with…

Beneficiary
05/08/2025

Don’t Just Name a Beneficiary—Talk to Them: Why Conversations Today Shape Legacies Tomorrow 

At OmniStar Financial Group, we talk a lot about Family Governance—and for…

Financial Advisor
03/21/2025

The Value of a Financial Advisor

A few weeks ago, I read an interesting article titled, “The Value…

12/02/2024

How Comprehensive Estate Planning Can Protect Your Assets During a Recession

In today’s unpredictable economic landscape, safeguarding wealth is more critical than ever….

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