OmniStar Financial Group

Retirement 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.

Future focus

The Retirement Plan Your Employees Want (And Will Stay For)

You are already offering a 401(k), but no one is using it….

Person Organizing and Planning Their finances.
07/16/2025

The One Financial Habit Every High-Income Professional Should Build

For high-income professionals, income alone is not enough to ensure long-term success….

Digitizing the budgeting process
07/16/2025

Is Your Financial Plan Built To Last, Or Just Built For Now?

A strong financial plan does more than meet your needs today; it…

Retirement Planning

The Importance of Timing When Planning for Retirement

When we talk with clients and prospective clients retirement is generally their…

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,…

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…

2Market Update
05/15/2025

May 15, 2025 – Market Wrap-Up

Year-to-Date Returns (as of May 14th, 1 pm, 2025) Delinquencies on the…

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