Discover unwavering confidence through your retirement years.
Our qualified team is committed to supporting and guiding you every step of the way by creating a strong financial future that meets your specific needs. Honesty, integrity, and the Golden Rule are at the core of how we operate.
We are not owned by any insurance or investment companies. This means we can give truly objective advice. As a registered investment advisory firm, we are fiduciaries and are required to act in our client’s best interest. That comes naturally for our team as it’s part of our core company values.
If you get to the point in your life where you are only working because you want to and not because you have to…this is true financial freedom! Making work optional is a very worthy goal. This means you have options, and options make you feel wealthy.
As students of the markets, our founders has built Omega Squared on the foundation of wisdom. Our slogan is “First Wisdom, Then Wealth” which means we provide education and wisdom before building successful financial plans.
The ideal retirement is being able to focus on what matters most to you, whether that’s spending time with grandkids, traveling, or pursuing new hobbies. At Omega Squared, we believe that protecting your lifelong savings and building a comprehensive financial plan is key to achieving this goal. Our mission is to provide you with the confidence you need to fully embrace retirement so that you can #GSEL (give, serve, and enjoy life) like never before!