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Welcome to Omnitrust Financial Group

AT OMNITRUST FINANCIAL GROUP, HELPING YOU MEET YOUR FINANCIAL NEEDS IS OUR FIRST PRIORITY.

Omnitrust Financial Group is a financial planning firm serving clients throughout Northeast Florida. Our mission is to give a complete financial and retirement picture to each of our clients, individually. Although there are many common elements to retirement and estate planning, each client is unique and should be treated as such.

MEET THE TEAM

Newsletters

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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