OmniStar Financial Group
Financial Service
Why pick this one
OmniStar Financial Group, founded in 2002, connects retirement, tax, estate, investment, and business planning through its 10-element framework.
Best for
- People nearing retirement who need retirement income and tax planning
- Business owners planning a sale, succession, or exit
- Individuals and families seeking coordinated investment, tax, estate, and retirement planning
- Businesses needing custom 401(k), profit-sharing, or cash balance plans
- People seeking a second opinion on an existing financial plan
- Clients with financial needs spanning multiple states
Specialties
- Retirement income planning
- Tax planning and tax optimization
- Estate planning
- Business planning and succession strategies
- Qualified retirement plans including 401(k), profit-sharing, and cash balance plans
- Investment oversight
- Family governance and philanthropy planning
Certifications
- CFA®
- CAIA®
- CFP®
- CPA®
- ChFC®
- RICP®
- RFC®
- AIFA®
What makes them different
- Uses a 10-element wealth management framework connecting lifestyle, cash flow, risk management, investments, taxes, retirement income, estate planning, family governance, philanthropy, and business planning
- Offers Second Opinion Solutions™ to review an existing financial plan for risks, performance, and next steps
- Provides custom-designed 401(k), profit-sharing, and cash balance retirement plans for businesses
- Reports more than 99% client retention in 2026 year to date through September 30
- Serves clients in 21 states from its Wilmington firm
- Years in business
- 24
- Serves
- Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 1712 Eastwood Rd #212, Wilmington, NC 28403
- Phone
- +19103197834
- Website
- https://www.omnistarfinancial.com/videos/
Services
- Wealth management
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- 401(k) solutions
- Qualified retirement plans
- Second-opinion financial plan reviews