OMEGA Wealth Management Group
Registered Investment Advisor
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 founder and President of OMEGA Wealth Management Group, 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.
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 independent financial and legal professionals OMEGA Wealth Management Group, A Registered Investment Advisor, 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. This collaborative approach to planning, provides 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.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Tax preparation may be the perfect time to give the household budget a check-up.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Is your estate in order? This short quiz may help you assess your overall strategy.
The latest trends in travel reflect a rich menu of exciting new possibilities.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
All about how missing the best market days (or the worst!) might affect your portfolio.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Pundits say a lot of things about the markets. Let's see if you can keep up.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Smart investors take the time to separate emotion from fact.
Women must be ready to spend, on average, more years in retirement than men.