OIM provides several different services. While many firms are content with gathering your assets and fitting you into a generic model portfolio, based on age and risk tolerance only, we want to hear about all facets of your life. What issues are you facing now? What do you expect to encounter in the future? What are your fears, what are your dreams? Many of those questions can be answered by servicing the list below.
Comprehensive wealth management
Diversified investment management
Coordination with CPAs & Attorneys
Regular review meetings
Financial decision counseling
Beneficiary review
Life insurance needs analysis
Disability needs analysis
Roth conversions
RMDs and withdrawal strategies
College planning
Gifting
Tax loss harvesting
Review of cost basis
Tax return review
Tax planning
Cash flow and budget analysis
Monitoring of outside accounts
Retirement goal-setting
Legacy planning
Pension maximization
Social Security analysis
Online account access
401k review