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.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
How long does a $20 bill last?
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Beware of these traps that could upend your retirement.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Why are 401(k) plans, annuities, and IRAs so popular?
The decision whether to buy or rent a home may have long-term implications.
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.
Here’s a quick guide to checking to see if you have unclaimed money.
Women must be ready to spend, on average, more years in retirement than men.
Making the most of surprises is a great reason to work with us.