Welcome to the next level!
If you are like most people, you are concerned about planning for a long, enjoyable retirement. For that to happen, though, you will have to save prudently and juggle many different financial demands along the way. Once retired, your planning does not stop. You encounter the challenges of maintaining enough income, preserving your assets from inflation, minimizing taxes, and coping with rising health care expenses.
That's where we can help. OMC Financial Services is an independent investment advisory firm. Our practice specializes in investment management, estate planning, and retirement planning. Since the 1980's, OMC has been helping clients meet the challenges they face and live more financially secure lives. We are proud of the relationships we have built and of the trust and confidence our clients have placed in us.
We hope this website helps you to better understand how we get to know each of our clients personally, address their individual concerns, and provide ongoing, active management of assets. You will see how important we believe it is to provide service that not only meets, but also exceeds, your expectations.
Lastly, our experience is that the "Golden Years" have given way to the "Freedom Years." Proper management of your assets is key to realizing this goal. We measure success by how well our clients live financially independent lives. Let us help you reach the next level, too.
Your team,
Cynthia A. Scott, ChFC, President
Gregory W. Jennings, Investment Manager
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