Second Opinion Solutions

Elements of Wealth Management

Lifestyle
Ls

Lifestyle

Risk Managament
Rm

Risk Managament

Cashflow
Cf

Cash Flow

Investment Oversight
Io

Investment Oversight

Estate Planning
Ep

Estate Planning Guide

Tax Strategies
Ts

Tax Strategies

Retirement Income
Ri

Retirement Income

Family Governance
Fg

Family Governance

Philantrophy
Ph

Philantrophy

Business Planning
Bp

Business Planning

Second Opinion solutions

Second Is Not All That Bad

Second opinions are common when it comes to planning....
Why should your personal financial life be any different?

You know where you want to go. We know how to get there

Financial decisions are more complicated than ever and financial priorities can easily fall below the surface. Ever wonder if your financial plan will stay afloat today, and tomorrow?

What gets measured gets managed

Market volatility and economic uncertainty have increased the need for “sound risk management” and financial guidance. There has never been a better time to have an unbiased measure of your financial health. OmniStar Financial Group’s SOS™ provides a detailed look at critical factors and the role they play in reaching your destination.

  • The Financial Advisor
  • Stated Objectives
  • Risk Tolerance
  • Required Returns
  • Investment Policy Statement
  • Probability of Success
  • Real Diversification
  • 10 Elements of Wealth

OmniStar is not the right choice for everyone. For those who wish to gain control of their financial life, our Second Opinion Solutions is a great place to start.

Is Second Opinion Solutions Right for me?

Absolutely! Engaging us for a Second Opinion Solution does not obligate you to implement any of the changes we recommend. You can elect to make modifications on your own or work with your existing relationships if you choose.

How it works and what you can expect

Our Second Opinion Solution™ provides a “Report Card” that illuminates the strengths and weaknesses of your existing program. As each critical factor is scored, necessary adjustments are easily identified. With this valuable information, you can confidently make better decisions and avoid costly mistakes. The results provide two possible outcomes:

  • 1 Confirmation that you should “stay the course” with your current program
  • 2 Illuminates blind spots which warrant necessary changes if you are to predictably achieve your goals and objectives.

Contact Us For Your Second Opinion

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