Our services
Coordinated Financial Solutions for Business, Family, and Future
Wealth Management
You have assets in several places and no single plan holding them together.
Our comprehensive strategy
Wealth management is complex and goes beyond estate and tax planning or a sound investment plan. The process of comprehensive planning requires the coordination of 10 elements. Decisions and actions in one can dramatically affect another.
What it covers
- Conflict-free advice, without commission bias
- Planning across all ten Elements, not one at a time
- Goal planning technology and an online analyzer
- Every account in one personalized financial website
- Ongoing review as your life changes
Qualified Retirement Plans
You run a company and the plan was set up years ago by someone else.
Committed to you and your employees
OmniStar is committed to your employees’ retirement and building a plan that helps you retain top-tier talent. We understand the challenges faced by many businesses like yours, and our experience allows us to deliver the most appropriate solutions.
Areas of focus
- Fiduciary services: 3(21), 3(38) and managed accounts
- Plan design and implementation
- Onsite education and enrollment
- Retirement counseling and financial planning
- Independent investment advice
- Fee and service benchmarking
401(k) Solutions
You want a 401(k) that works as hard for your people as it does for the paperwork.
Why Choose OmniStar To Manage Your Retirement Plan?
At OmniStar Financial, we understand that a well-designed retirement plan is more than just a workplace benefit. It is a cornerstone of your ability to attract and retain top-tier talent while supporting long-term financial success.
What we handle
- Comprehensive plan design
- Fiduciary support
- Employee engagement and education
- Investment selection and monitoring
- Recordkeeping, compliance testing and administration
Tax Planning
Your accountant files last year's return. Nobody is planning the next twenty.
Why Tax Planning Matters
Our firm offers annual tax planning as part of our comprehensive financial planning service. While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan, and we are excited to offer it to you.
What gets evaluated
- Tax efficient retirement vehicles
- Charitable giving strategies
- Realizing capital gains
- Roth IRA conversions
- Tax credit eligibility
Second Opinion Solutions™
You have an advisor already, and a question you have never had answered straight.
Second Isn’t All That Bad
Second opinions are common when it comes to life... Why should your personal finances be any different? For those who wish to gain control of their financial life but aren’t ready for a wealth management partner, our Second Opinion Solution™ is a great place to start.
What gets reviewed
- The financial advisor
- Stated objectives
- Risk tolerance and required returns
- Investment Policy Statement
- Probability of success
- Real diversification
- All ten Elements of Wealth
The OmniStar Framework
Is your financial life as connected as it should be?
Ten parts of a financial life, and the relationships between them. A change in one affects the other.
Let's Start the Conversation
Connect with an OmniStar advisor to take the next step toward clarity, confidence, and long-term planning you can trust.