OMAC Financial Services is a division of Opus Management & Consulting where we help physicians, business owners, attorneys, or self-employed individuals set up systems to secure a strong financial future, by helping to establish and coordinate investment-grade insurance contracts that allow for tax-free growth and income in the future.
- What if you had a vehicle for a long-term investment that would guarantee you a minimal interest per year if the stock market went down, and an upside gain if the stock market went up?
- What if that investment averaged about 8.9% per year for the last 30 years?
- And what if that investment allowed for growth of your money tax-free…and allowed withdrawal of your money tax-free?
This investment vehicle has been a guarded secret for years. Most insurance agents, CPAs and financial gurus don’t understand this product, and how to maximize it… we do.
We can help you set up a:
- Tax-free Retirement Fund
- Tax-free College Fund for the Kids
- Tax-free Emergency Fund
- Tax-free Disability Fund
- Tax-free Cash Access for anything you want, whenever you want
We can help you establish this system for you and your family, for any amount and for anyone. We offer a free consultation, evaluation, 25-plus page report and plan for your specific situation, Contact us today — the sooner you do, the sooner you can take advantage of what good timing offers you.
Case Study 1:
A 50-year-old physician looking for a strong and stable retirement future has a net income of over $500,000, with his practice and investments (surgery center ownerships, stocks, etc.). He did not have a long-term retirement program in place. He has the ability to put away $12,000 per month toward his future. We established an insurance contract which gave him a $5 million insurance benefit and cash accumulation growth. He wanted to put money in for the next 12 years (until age 62) and wants to withdraw an income from ages 65 to 95. He will be able to withdraw $275,000 per year tax-free from ages 65 to 95. He would still have a life insurance and cash value policy in place.
Think about it: you are retired and are getting $275000 per year tax-free! How could you live?
Case Study 2:
40-year- old physician who has 25 years to contribute or at least wants to contribute to his financial retirement. He is willing to contribute $1000 per month toward a maximized insurance contract. He wanted at least a million-dollar life policy to start, but wanted to maximize his cash growth. In 25 years he will have contributed about $300,000 — but his account would be worth over $1.4 million. He will be able to withdraw $70,000 per year tax-free.
And if he needs money for his kids’ college or wedding, he can withdraw it any time he wishes, as much as he needs, tax-free.
Case Study 3:
A physician wanted to set up a maximally funding insurance contract for his kids. He has a 5-year-old daughter and an 8-year-old son. He sets up a contract that he puts in $100 per month for his daughter and $125 for his son. By the time his kids reach their later years in life they will each have over $1.4 million in cash, tax-free, available to them.
In most examples we have used the age of 65 as a benchmark, but please understand you can withdraw at any time, for any reason. It’s your money and this system allows tax-free growth and withdrawal at any time.
Sounds too good to be true?
It did to us also, at the beginning — but after doing the research, we were supported with information that shows smart, wealthy and visionary people have been doing this for years.
It is about time you changed your and your family’s plans for the future for the positive. Please contact us directly for additional information and to discuss your needs.
For reference you can read:
- Tax Free Retirement, by Patrick Kelly
- Missed Fortune 101, by Doug Andrews
- Becoming your own Banker, by Nelson Nash
- The Retirement Miracle, by Patrick Kelly