Approach

OCM’s unique and proprietary approach ensures the client is never rushed or pressured. Every recommendation is to be compliant with SEC rules and technically correct. 

We spend as much time as needed to gain a client’s goals and preferences asking questions they may have never heard: for instance, has anyone ever prepared for you a forward tax efficiency plan?

After all information, to be kept confidential, is obtained. Each plan constitutes a tax plan to add savings for retirement income. An investment plan with safety built within all components, not only guaranteed accounts. A complete life contingency plan to protect clients: Long Term, In Home Care, Social Security, disability protection etc. and Legacy plan with all trusts and complete charitable planning when desired. Setting up family partnership, personal charitable foundations, and tax Planning. We are not CPAs and or Tax Attorney's please consult a professional for the creation of legal documents. 

Clients can then expect on going reports and the ability to see their accounts at all times using their own private login information.