WE UNDERSTAND YOUR
FINANCIAL JOURNEY
At Omega Investment Management, we understand that your financial journey is unique. As a 401k Retirement Plan Advisor in California, we advocate for your best interests, maintaining objectivity and integrity that withstand the test of time. Our comprehensive 401k Retirement Plans in California, USA, for individuals are crafted to align with your goals, providing personalized financial planning, risk management, and investment services.
Holistic Financial Services
Covering Every Aspect of Your Financial Journey
We assist you in establishing an emergency fund and explain its importance in providing a financial safety net during unexpected circumstances.
Guidance on selecting the right college funding plan for your unique situation, whether it be a 529 plan, Coverdell, or UGMA.
It helps you plan for life insurance that supports your family when you pass away and sometimes provides extra retirement income.
Empowering you to control how your assets are distributed after your death, minimizing taxes, avoiding probate, and providing for your loved ones.
Tailored investment strategies to determine your preferences and guide you towards the most suitable approach, whether it be for income or growth.
Comprehensive retirement planning to empower you with informed decisions about your financial future by analyzing your life expectancy and nest egg for a comfortable retirement.
Highlighting the importance of having a beneficiary to ensure a clear and efficient transfer of wealth to your chosen recipient(s) while bypassing the probate process.
Explaining trusts and their potential benefits, connecting you with experienced attorneys who can guide you through the process.
Covering essential matters such as wills, living wills, health care proxies, beneficiary designations, responsible family members to manage your estate, and secure financial document storage.
Objective Advice for Your Financial Journey
We prioritize your financial well-being by providing objective advice. Any conflicts of interest are disclosed and addressed appropriately. We refrain from promoting proprietary investment products, investment banking relationships, or any activities that could compromise the integrity of our recommendations.
Personalized Financial Planning
Your goals matter, and our personalized retirement planning services reflect that. We evaluate your objectives, risk tolerance, and time horizon to create a plan that suits you and your family’s unique needs.
Building Your Wealth Strategically
We go beyond one-size-fits-all solutions. Our team constructs a customized portfolio for you, selecting appropriate asset allocations and types of assets based on the capabilities of various fund families.
Regular Financial Check-Ins
Life changes, and so do your financial needs. We keep in touch through regular check-ins to stay aware of any significant changes that may impact your financial future, such as marriage or a career move.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Omega Investment Management and Cambridge are not affiliated. We are licensed in the following states: AZ, CA, CO, FL, GA, MN, NJ, NV, NY, OH, TX and WA.