OMEGA Wealth Management Group
Providing Clear Direction For Your Financial Dreams
Is your Financial Life in order?
Are you on track in meeting your financial goals?
If your answer is anything but yes, it is possible that you do not have a sound financial plan.
Comprehensive financial planning, tailored to your specific needs, can make the difference between hoping and knowing that you are on course to meet your financial goals.
Serving families, business owners, executives and other professionals, in the Minneapolis/St.Paul metropolitan area, as President of OMEGA Wealth Management Group (a Registered Investment Advisor), Raymond Berg has been providing financial guidance for his clients since 1982. He understands the unique financial challenges individuals face as they prepare for retirement and their family's financial future.
A member of the National Association of Insurance and Financial Advisers, OMEGA Wealth Management Group's team of financial and legal professionals is prepared to guide and serve you, whether you are investing for retirement, college savings, estate planning, succession planning, or tax advantage investing.
Working with their team of financial and legal professionals OMEGA WEALTH Management Group (RIA),offers decades of experience in wealth management, investment portfolio management, tax planning, and legacy planning, providing a personalized service focusing on your unique needs, financial goals, and objectives. Their team has the knowledge, resources, and dedication to help make your dreams for today and tomorrow, come true.
Whether you are planning for retirement in the foreseeable future or recently retired, your employer sponsored retirement plan, such as a 401k or pension or if you are self-employed, 401k solo plan such as an individual 401k plan, requires careful analysis to provide meaningful direction for secure income planning.
If you currently participate in a 401k plan, OMEGA Wealth Management Group will advise you on 401k rollover opportunities and the many choices available.
Secure income for retirement is a top priority for most retirees. OMEGA Wealth Management Group's Retirement Income Planner provides clarity to this often times misunderstood area of planning.
Their IRA portfolio strategies, based on your own 'Retirement Income Planner' are designed to help reduce portfolio risk and to give you and your spouse peace of mind toward your financial future.
For a complimentary consultation and Retirement income planner please contact Raymond Berg at OMEGA Wealth Management Group at (952) 475-6844.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Do you have an estate strategy? You should.
Tips on insuring your teen driver.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Second marriages are a trigger event to revisit any existing estate strategies.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
With alternative investments, it’s critical to sort through the complexity.
The decision whether to buy or rent a home may have long-term implications.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate