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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Investors who put off important investment decisions may face potential consequence to their future financial security.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
For some, the social impact of investing is just as important as the return, perhaps more important.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Healthy habits are one of the greatest gifts to give your child.
Here’s a guide to explain all the parts of Medicare.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Even low inflation rates can pose a threat to investment returns.
How do the markets usually react to elections? Was the 2016 election any different?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What are your options for investing in emerging markets?