OMNE 360
In every trade or investment made, there will be one party that profits more than the other. A person that sold a stock and then the price went up or a person that sold a stock right before the price went down.
In either case, the person that profited more than the other person would be considered "The Greater Fool."
What is the OMNE 360?
Not just another portfolio management service, OMNE 360 is a fixed monthly fee financial planning offering. This service is designed to help all clients regardless of their asset size. With a choice in how you work with your financial professional. The GRTR Fool is not an A.I. chatbot tool, it's real advisors leveraging technology where it makes sense while maintaining that personal relationship when it matters most.
Financial planners shouldn't only be accessible to those that already have substantial assets. OMNE 360 Core s is geared towards those that are just starting out on their path to financial success. We keep things simple and focused on getting you to your next stage in life. Some of the services we offer within OMNE 360 Core:
- Budgeting - No Starbucks Isn't Why You Can't Save
- Debt Management Strategies - Including Student Loans and Credit Cards
- Major Puchase Coaching - Planning on Buying a Home or Car? We can help.
- Not Sure What To Do With Your Work Benefits? Our team can help you choose.
- Have a Robin Hood Account and what guidance on what to buy? No problem.
For the price of a Netflix subscription, you can have access to a real-life advisor, have all your accounts in one centralized hub and start actively moving towards reach your goals, no matter what they are.
Specifically designed to be the alternative to the "typical" financial planner OR financial advisor relationship that charges a percentage of your assets. This program is geared more toward those that have already started investing for their future and are looking for guidance with predictable, low-cost fee structure.
- Simple, Indexed Base Portfolios - Because Sometimes Simplier is Better
- Help Understanding Your Benefits
- Basic Estate Planning Strategies
- Guidance on 401(k) Plans and Outside Brokerage Accounts
- Education Funding Strategies
- Retirement Income Strategies
OMNE 360 Plus because sometimes you are just looking for guidance without the huge upfront planning costs or completely customized portfolios.