OmniMed Financial and Insurance

Providing families and business owners comprehensive financial and insurance planning.

OmniMed Financial & Insurance is a comprehensive financial and insurance planning firm.

When is the last time a financial professional:
– Asked about your goals instead of your needs?
– Took the time to understand the good work you have already done, before laying out plans for the future?
– Helped you understand and eliminate financial challenges instead of adding financial confusion?

Whether you are an individual, family, or business/practice owner – you deserve to have a financial plan that decreases your exposures to risk, eliminates as many pitfalls as possible, and allows you the flexible enjoyment of your money – both today and in the future.  Our approach is to understand each client’s unique goals and challenges and create a strategy with them to move from where they are to where they want to be.

Core principles to our philosophy of client care:
1.  Never undo good work people have already done in their financial life
2.  Talking is free
3.  We seek to eliminate financial stress and confusion, not add to it
4.  Everyone has the right to a robust, overflowing, and impenetrable personal balance sheet
5.  Some people like to be taught, others like to be told, all deserve to be well-informed

As advisors, our network is also at your disposal for any assistance we can provide to you, your family, or your business.  Our partners and associates are active members of the North Shore Business Forum, numerous chambers of commerce, multiple networking groups, and have formed extensive, trusted, strategic partnerships to enhance the resources we can offer to clients.  We are also proudly partnered with The Bulfinch Group allowing us the ability to call upon the finest in subject matter experts in the Northeastern United States.

For individuals and families, we work in the following areas:
Insurance (life, long term care, disability), retirement, college funding, estate & legacy planning, income protection, budgeting, asset management.

For business & practice owners, we work in the following areas:
Executive & deferred compensation benefits, succession & key person planning, group benefits administration and compliance, retirement program administration & compliance.
500 Edgewater Dr., Wakefield, MA 01880; 160 Gould St., Suite 310, Needham, MA 02494; 300 Ledgewood Place #105, Rockland, MA 02370

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OmniMed Financial and Insurance