Om Financial Group

read moreOM Financial Group has dedicated the last two decades to working with and learning about executive retirements benefits for credit unions and non-profit organizations. Over this time, we have been able to hone our solutions to some of their most prevalent financial obstacles. Being one of the pioneers in the executive benefit industry, we recognize how much things are changing, and we believe the speed of that change will only increase in the future. With this constant pressure coming from internal goals as well as external regulation, it is more challenging than ever to successfully run an organization.

read moreOM Financial Group is an executive benefit consulting firm that specializes in providing sound advice to credit union and other non-profit organizations, specializing in Supplemental Executive Retirements Plans (SERPs) for their key executives. We believe that a relationship-driven approach with each of our clients ensures we fully understand their individual needs and are then able to provide the best advice. Our goal is to educate credit union and non-profit executives and their boards, so they are then able to make informed financial decisions that are in the best interest of their organization for years to come.

read moreOM Financial Group builds supplemental executive retirement plans (SERPs) that reward key credit union and non-profit executives. Our plans help your organization retain and attract the best talent in the industry while protecting your investments. Successfully recruiting and retaining quality executives is vital to any organization's long-term stability, profitability and succession planning. By offering executives benefits packages that allow them to generate substantial tax-preferred retirement distributions, organizations can accomplish all three of these goals in a cost-effective and mutually beneficial manner.