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.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
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.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Bonds may outperform stocks one year only to have stocks rebound the next.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What are your options for investing in emerging markets?
It's easy to let investments accumulate like old receipts in a junk drawer.
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.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.