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Wealth Management
Our comprehensive strategy
Who we are
Your Success is Our Success
We are constantly developing our knowledge and improving our willingness to serve, never sacrificing integrity. We will guide each client to financial success in a stress-free relationship, honoring their accomplishments, dreams, goals and legacy.
Qualified Retirement Plans
Committed to you and your employees.
OmniStar is committed to your employees’ retirement and building a plan that helps you retain top tier talent is our priority. Our team of experienced professionals leverage their knowledge, along with sound investment principles, in order help sponsors manage plans while driving results for employers who want efficient operations
Second Opinion Solution
Is it time for a Second Opinion?
Market volatility and economic uncertainty have increased the need for “sound risk management” and financial guidance. With multi-sigma events extending across formerly uncorrelated asset classes, investors are questioning the term “well-diversified”. There has never been a better time to obtain a second opinion on your Financial Wellness Plan. OmniStar Financial Group’s Second Opinion Solution™ provides a detailed look at critical factors for investing and wealth management planning as well as the role they play in a successfully managed program.
Testimonials
What Clients Say About Us
This is excellent information and exactly what I need. Now I will be able to talk to my mother and sister and we can determine the best course of action. If we run into any additional questions or concerns, I will contact you.
I appreciate all that you and your firm do to help me financially.
We have changed to an independent financial planner & couldn’t be happier or more satisfied. We have annual in person meetings, our choice. Their technology & communication is awesome. No pressure techniques.
They adhere to your own risk assessment & goals. We love going there because Roger is a good & caring man, as well as the staff. Roger makes something I consider painful & uncomfortable less so by his professionalism, calmness, & sincere intent to help you.
Thank you so very much for your attentiveness to us. You go the extra mile, and we are thankful for all that you do for us.
*This statement has been provided by a current client. No compensation was provided to the client for posting this statement.
Latest
Articles
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Market Perspectives – May 24, 2022
Continuing the fear and greed cycle. Looking back over my thirty years…
Market Perspectives May 2, 2022
Correction and contraction…. Investing during 2022 has been like running an obstacle…
Market Perspectives April 5, 2022
Our Market Perspectives begins with a check-in on the Federal Reserve. Among…
The Questions You Should Ask Your Wealth Advisor
Seventy-five percent of Americans say they wing it when it comes to…
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Russia’s Grip On The Economy
Reflecting on our 2021 year-end Market Perspectives, our thesis held that 2022…
6 Key Benefits of Working With a Wealth Management Firm
Far too many Americans are failing to build wealth. The opportunity is…
