Services
What I Do
Services
I provide a multitude of services including:
Fixed Indexed Annuity
Life Insurance
Long Term Care
College Plans
Indexed Universal Life
401 (K)/ 403 (b)/ IRA Rollovers
Executive Bonus Plans and much more……
Financial Needs Analysis
Let us provide you with a financial road map to succes
1. Increase Cash Flow (Earn additional income and manage expenses)
2. College Planning and Debt Management (College Preparation)
3. Emergency Fund (3 to 6 month of income for unexpected expenses)
4. Proper Protection (Protection from loss of income/ protect family assets)
5. Build Wealth (Outpace Inflation, reduce taxes, money management)
6. Preserve Wealth (Reduce taxation and build a family legacy)
Estate & Trust Tax Services
Our partnership with LegacyShield will take care of all of your family needs.
Financial Planning
Omega Financial Solutions Group, LLC
Omega Financial Solutions Group is an award winning fiancial services company headquartered in Atlanta, Georgia. At OFSG we take pride in treating each client like family. We help companies, families, and individuals raise, manage, invest, and distribute the finances needed to make their dreams a reality.
POWER OF CHOICE
- TRANSAMERICA
- PACIFIC LIFE
- Nationwide
- Allianz
- Fidelity
- LegacyShield
Free Estimation
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