OM Financial Group

OM Financial Group is an independent financial services company founded in 1999, specializing in offering competitive and cost-effective executive benefit plans for credit unions and non-profits. The company's Supplemental Executive Retirement Plans (SERPs) aim to facilitate the recruitment, retention, and rewarding of top industry talent, while safeguarding their investments. By providing executives with benefit packages enabling substantial tax-preferred retirement distributions, OM helps organizations achieve long-term stability, profitability, and succession planning. The company's flexibility in designing customized programs tailored to specific organizational needs sets it apart, with a focus on evaluating existing plans and offering a variety of product options. With years of experience in insurance and retirement funding, OM Financial Group positions itself as a valuable partner committed to strengthening the financial security and growth of client organizations.