(910) 319-7834
At OmniStar Financial, we proudly serve a diverse range of clients, including dentists, medical professionals, families, and closely held businesses. Our personalized financial strategies cater to each client's unique goals and aspirations, ensuring a customized approach that aligns with their financial needs.
Who We Serve
Dentists: Expertise in managing the financial complexities of dental practices, from growth strategies to succession planning.
Medical Professionals: Specialized support for physicians, nurses, and healthcare workers, addressing student loans, retirement, and investment goals.
Families: Comprehensive financial planning, estate management, and wealth preservation strategies tailored to your family’s future.
Closely Held Businesses: Strategic financial solutions for privately owned companies, including tax planning, risk management, and exit strategies.
What We Offer
Financial Planning: Develop a roadmap to achieve your short- and long-term goals.
Investment Management: Maximize your returns with diversified, evidence-based strategies.
Retirement Planning: Ensure a secure future with tailored retirement solutions.
Tax Services: Minimize liabilities with proactive tax planning and preparation.
Estate Planning: Protect your legacy and secure wealth transfer for the next generation.
Our Approach
At OmniStar Financial, we go beyond traditional financial services by emphasizing:
Relationship-Based Planning: Building trust through proactive communication and tailored recommendations.
Expertise and Experience: Decades of experience combined with advanced education ensure sound financial advice.
Client-Centered Solutions: Collaborative reviews and personalized strategies to meet your evolving financial needs.
Why Choose OmniStar Financial?
Our mission is clear: to empower our clients to achieve their financial aspirations and build a secure future. By offering unparalleled expertise, prompt service, and tailored strategies, we ensure that each client feels supported and confident in their financial journey.
Using advanced technology, we bring all of your financial accounts into one financial website. Our analysis and recommendations must be comprehensive and reflect current market conditions. Real-time planning is far superior to archaic static planning.
With a daily snapshot of your progress, we can better advise on financial factors that may impede your ability to achieve the goals that are most important to you. Moreover, this relieves you of organizational burdens that create distractions from what matters most to you.
Our wealth management technology delivers a secure view of your financial progress. It allows us to collaborate online anytime, anywhere.
Organizer
Connect all accounts for a consolidated view of your entire financial picture.
Track Spending
Know how much you are spending and where.
Investments
Interactive charts and detailed views help monitor and assess the performance of your assets.
Screen Sharing
Imagine the convenience of interactive planning with your advisor from anywhere, anytime.
Budgeting Tools
Establish budgets to help you reach savings and spending goals.
Mobile
Your financial website is available on your smart device.
Vault
Safely store your most important financial and legal documents, accessible 24/7.
Goals
Monitor your progress to be sure you are on target to reach your goals.
