What to Expect

Process Focused, Not Product Focused

When you first come in to meet with Paul, you will not have to listen about products or a sales pitch. That is not how we do things.

At our first meeting, we learn your goals and how we can develop a plan that gets you where you want to be. In other words, we will take a “financial snapshot” to see where you are and where you want to go.

Our plan revolves around The New Generation Retirement Strategy. Without a plan, there is no way any product or service can get you to your financial dreams.

We have found that the more educated our clients are, the easier it is for them to sleep soundly at night. They sleep well because they now have a plan with just the right amount of liquidity, protection, and managed risk that they want. They understand how their assets are working together to prepare a successful retirement for them. We like to call it the “sleep at night factor.”

“The New Generation Retirement Strategy has changed the industry; it has changed the way people think about their portfolios, and it gives them a common sense solution that they control. It is a simple and easy to understand model that is so much different than the Wall Street approach.”

–Paul Daly, President of OMH Partner Group, Inc.