General Info

At OWM Inc. we specialize in developing distribution strategies for Individuals, Families, and Small Businesses. We believe that the optimal distribution of assets is the most important step in a successful financial plan. Our accumulation and distribution strategies are unique to each client. In developing a retirement income distribution plan, we start by identifying a sustainable spending goal that addresses a clientâ??s needs, wants, and wishes. Once the spending goal has been identified, we work to customize the planning strategy to meet the clients desired level of risk to meet those needs. After those important steps have been completed, we address Estate Planning needs for assets that will be passed on to loved ones or charities.