OMNI FINANCIAL GROUP
Safe Money Management For Lifetime Income
Omni Financial Group Difference
Boutique retirement firms have several advantages over their conglomerate counterparts. If you’re in Richmond, VA and you value long-term relationships, Jamie Cyriax at Omni Financial Group can give you the long-term advice you need to build your lifetime income. If you’re looking for safe money management — even if you’re a bit of a risk-taker — Jamie helps you strengthen your portfolio to defend against nearly every conceivable shift in the economy.
Our Services
Tax-Free Retirement
A tax-free retirement in Richmond, VA can drastically reduce or eliminate your federal, state, and local tax obligations, leaving you free to donate or designate funds to the causes and people you care about most. At Omni Financial Group, Jamie shows you how to manage your lifetime income, so you can invest, spend, and save without having to fork over a hefty percentage to the government.
Wealth Management
By the time your portfolio yields ever-higher returns, how can you efficiently track your wealth? For most wealthy people, they simply don’t have the time or the energy to stare down that many assets. At Omni Financial Group, Jamie helps clients in Central Virginia find safe money management strategies, so you can protect your wealth during downturns and grow your margins during the upswings.
Retirement Income Planning
Retirement income planning pinpoints available revenue streams for retirees. When people think about income planning, they might distill it into Social Security benefits or pensions, but this is a very limited view of the subject. At Omni Financial Group, advisor Jamie helps you expand your options, so you have enough lifetime income to enjoy your retirement years in Richmond, VA.
Financial Services to Meet
Your Long-Term Goals
Retirement isn’t always a friendly word to everyone, especially if people are worried about how inflation will impact their carefully-planned savings. As the economy changes, so does retirement advice. No longer is it as simple as squirreling money away for future expenses. Now, you’re expected to secure dependable, monthly income.
Securing Your Retirement Income in Central Virginia
Whether your portfolio has stayed steady or had its ups and downs, no one is immune from economic turmoil. The wealthy may be able to weather the storm better than those without the same protection, but there’s always a chance for collapse. When you have multiple sources of retirement income, such as Social Security benefits, pension returns, or rental revenue, you rely far less on your portfolio and far more on steady income.
When you work with a financial advisor, you can answer big questions now instead of several weeks into retirement. When some retirees can’t picture themselves ever really taking a break from work, preferring instead to take a part-time job for as long as they can, they can use their income to supplement their savings. When others want to spend their days traveling and answering to no one but themselves, they might rely on stock dividends or payments from their residential properties. For whatever camp you fall into, there are always pros and cons to each path.
At Omni Financial Group, a boutique retirement firm, you’ll meet Jamie Cyriax, a financial professional who’s well-versed in the art of safe money management. As you explore different avenues, such as maximizing Social Security, opening up new insurance policies, and diving headfirst into wealth management, Jamie can open your eyes to details that you may not have considered.
But if it ever starts to feel like too much weight on your shoulders, you only need to remember a few key tenets:
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Decide how you want to diversify your income and where you can step up your savings.
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Allow your financial advisor to manage a portion of your wealth for growth.
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Give yourself the green light to relax during your golden years.