what we do
Our Services
Maximize your investments, optimize tax strategies, protect your assets, and streamline your financial records with our comprehensive services. Partner with us to outsource minutiae and risks, so you can focus on saving taxes, investing more, planning an exit, and sharing success.
Experience financial success with our trusted solutions.
Key Person Plan Design
A key person plan design is an attractive benefit for critical employees to retain top talent. Omnia Executive offers customizable packages that provide added savings, long-term income diversification possibilities, and protection for your business. Let us help you design, implement, and finance your selection to recruit great employees and retain them with a competitive benefits package.
Key Person Plan Design
A key person plan design is an attractive benefit for critical employees to retain top talent. Omnia Executive offers customizable packages that provide added savings, long-term income diversification possibilities, and protection for your business. Let us help you design, implement, and finance your selection to recruit great employees and retain them with a competitive benefits package.
Pension Administration & Compliance
Omnia Executive offers personalized solutions for designing and implementing effective defined contribution plans that meet the unique needs of your business and workforce. As a trusted service center for small businesses, we provide customized support to ensure your retirement plan is tailored to your specific needs and goals.
Pension Administration & Compliance
Omnia Executive offers personalized solutions for designing and implementing effective defined contribution plans that meet the unique needs of your business and workforce. As a trusted service center for small businesses, we provide customized support to ensure your retirement plan is tailored to your specific needs and goals.
Executive Financial Planning
Omnia Executive specializes in aiding business owners with their personal and organizational financial well-being. With a collaborative approach and expertise in LLCs, S corporations and C corporations taxation, we offer a range of services including asset protection, tax savings, and estate planning to help you achieve your financial goals.
Executive Financial Planning
Omnia Executive specializes in aiding business owners with their personal and organizational financial well-being. With a collaborative approach and expertise in LLCs, S corporations and C corporations taxation, we offer a range of services including asset protection, tax savings, and estate planning to help you achieve your financial goals.
Succession or Exit Planning
Omnia Executive offers retiring business owners a simplified and cost-effective approach to exit planning without involving bankers and brokers. By systematically transitioning funds from the business into tax-advantaged savings vehicles, they can enjoy tax-conscious and cost-conscious solutions with reduced risk and more control.
Succession or Exit Planning
Omnia Executive offers retiring business owners a simplified and cost-effective approach to exit planning without involving bankers and brokers. By systematically transitioning funds from the business into tax-advantaged savings vehicles, they can enjoy tax-conscious and cost-conscious solutions with reduced risk and more control.
Private Insurance Consulting
Whether you’re an executive of a business that is new, growing, established or preparing for transition, protecting and accumulating assets for today and tomorrow is central to your company’s overall health. Partnering with a full-service firm like Omnia Executive with our range of capabilities is a wise investment for your closely held business.
Private Insurance Consulting
Whether you’re an executive of a business that is new, growing, established or preparing for transition, protecting and accumulating assets for today and tomorrow is central to your company’s overall health. Partnering with a full-service firm like Omnia Executive with our range of capabilities is a wise investment for your closely held business.
Investment Fiduciary Services
Outsourcing your closely held business’s investing services to Omnia Executive unlocks your time and transfers affiliated risks away from your business. As a 3(16) Fiduciary — currently the highest level of administrative support and fiduciary protection available — we embrace the legal obligation and heightened level of integrity to place your interests ahead of our own.
Investment Fiduciary Services
Outsourcing your closely held business’s investing services to Omnia Executive unlocks your time and transfers affiliated risks away from your business. As a 3(16) Fiduciary — currently the highest level of administrative support and fiduciary protection available — we embrace the legal obligation and heightened level of integrity to place your interests ahead of our own.
Tax Planning and Preparation
Omnia Executive provides tax-efficient investment management services, which are essential for both business and personal financial portfolios. They offer various services, including tax reduction, long-term strategy planning, succession and exit planning, retirement planning, and estate management. Their experienced tax professionals ensure proactive and careful planning, keeping clients ahead of the game and avoiding pitfalls at every stage of life.
Tax Planning and Preparation
Omnia Executive provides tax-efficient investment management services, which are essential for both business and personal financial portfolios. They offer various services, including tax reduction, long-term strategy planning, succession and exit planning, retirement planning, and estate management. Their experienced tax professionals ensure proactive and careful planning, keeping clients ahead of the game and avoiding pitfalls at every stage of life.
Accounting Services
In every stage of your closely held business’s development, having a top-notch accountant in your corner provides value. Omnia Executive’s CPAs proactively assist you in staying organized, tax planning and financial forecasting to help you keep an eye on the progress of your business.
Accounting Services
In every stage of your closely held business’s development, having a top-notch accountant in your corner provides value. Omnia Executive’s CPAs proactively assist you in staying organized, tax planning and financial forecasting to help you keep an eye on the progress of your business.
