Omega Wealth Management

Clients

Planning for a Significant Financial Transition

If you are planning a significant financial transaction, our planners can help you with advice, strategy, and practical tools to help ensure your objectives are protected. Whether you are selling a business, expecting a significant windfall or going through the loss of a spouse or divorce, our team can help with the significant financial transitions you face throughout life. Our planners acts as  trained “thinking partners” to create a solid financial plan and provide services including:

  • Estate & trust planning
  • Strategic wealth management
  • Retirement planning
  • Preparation for the sale or acquisition of a business
  • Large asset sale or transfer planning

The first step is to connect with our team to discuss your needs and goals, or read more about our customizable services.

 

financial transition

Financial Transition for Businesses

As a business owner you must be ready for significant financial transitions throughout your career. Market fluctuations, changing tax structures, new assets, and customer demands can all create the need for financial transition planning.  Often your personal life and financial concerns go unmet as you focus on managing and growing your business. When partnering with Omega Wealth Management, you’ll create a short and long-term strategy to help you  maximize the benefits of business ownership. Following a detailed consultation, a member of our team of financial planners will recommend a strategic and coordinated approach to integrating your personal and business goals, while also helping to support you through the life cycle of your business. Our Entrepreneurial Edge™Program is designed for these scenarios and may provide:
  • Evaluation of your business’s current strengths and assets
  • Coordination of financial advice
  • Development of a personal financial plan that integrates with the opportunities within your business
  • Tax strategy
  • Monthly coaching on business and personal goals
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Unexpected Financial Transitions

Working with a financial planner is key to being prepared for unexpected financial transitions. Whether you’re dealing with a change in income or a personal change, our team brings training, tools and experience to help you navigate the uncertainty and the challenges that accompany a significant financial transition. Our approach allows you to make decisions at your own pace; we support you through any unexpected financial transitions before building a plan for your “new normal”. Our financial planners can provide guidance on:

  • Inheritance & asset management
  • Estate, charitable and legacy planning
  • Sale of property or business
  • Adjusting financial goals & objectives

The process starts with a free 15-minute conversation with our team, followed by an in-depth consultation. From there, your financial consultant may recommend a combination of services to help you navigate any upcoming financial transitions.

 

 

Transition Navigator™

Transition Navigator™ :

From marriage to retirement, life is full of changes. In most cases, these changes are accompanied by a financial transition. A financial consultant can take you through the Transition Navigator™ tool. This service is designed to support personal or professional changes, like retirement, marriage, divorce, relocation, inheritance, or the purchase of a major asset. A financial planner acts as your partner throughout the process, drafting financial planning scenarios and investment strategies, coordinating with other financial professionals, and giving holistic guidance on your options. The Transition Navigator™ tool is  designed for:

  • Individuals or families planning retirement
  • Those navigating a recently received inheritance or divorce
  • Business owners in the process of retiring or selling their business
  • Those planning major moves or career changes

If this sounds like you, set up a free 15-minute consultation with our team to learn how our tools can help you navigate these upcoming financial transitions.

 

Our Approach to Planning for Significant Financial Transitions

Our financial consulting services are centered around what’s most important to you. When you are facing a significant financial transition, our financial team can provide support with a written plan that may give you peace of mind and renewed inspiration. After meeting with your financial planner, we’ll review your assets, taxes, insurance, investments, and retirement timeline. Our comprehensive approach to financial planning means that we work to:

  • Build a picture of your current financial strengths and weaknesses
  • Establish short-term and long-term life and financial goals
  • Review current and future financial commitments
  • Discuss market assumptions and possible challenges
  • Plan ahead for life transitions

Once we’ve established the best services for your needs, we will get to work on a written action plan, including timelines and milestones. Your financial planner will act as a partner, helping you to form and reach your goals, even as things change along the way.

 

Omega Wealth Management log

Our Experience

Founded in 1999, Omega Wealth Management has been helping clients with financial transitions through decades of varying economic climates. Our team holds a wide range of financial certifications, including:

  • Certified Financial Planner (CFP®)
  • Registered Life Planner (RLP®)
  • Certified Financial Transitionist (CeFT®)
  • Certified Investment Management Analyst (CIMA®)

We are an independent, fee-only organization and only select the investment partners (1) that best serve our clients’ needs. As a fee-only practice, we do not receive commissions from the investment plans we offer. We are a fiduciary company, meaning that we have to put our client’s interests first. Learn more about Our Values here.

Ready to start your financial planning journey?

Ready to start your financial planning journey? Connect with our team in a free 15-minute call today.

Let’s do it