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.<\/p> \n
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 \u201cfinancial snapshot\u201d to see where you are and where you want to go.<\/p>\n
Without a plan, there is no way any product or service can get you to achieve your financial dreams..<\/p>\n
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 \u201csleep at night factor.\u201d<\/p>\n
\u201cOMH Partner Group wants to change the way people think about their portfolios. A strategy that gives them a common sense solution that they control. Something simple and easy to understand, rethink your financial future!\u201d<\/p>\n