OM Financial Group is an independent, multi-faceted financial services company that specializes in helping credit unions and non-profits offer competitive and cost-effective executive benefit plans. 

Our Supplemental Executive Retirement Plans (SERPs) help organizations recruit, retain and reward the best talent in the industry while protecting their investments.

Successfully recruiting and retaining quality executives is vital to any organization's long-term stability, profitability, and succession planning. By offering executives benefit packages that allow them to generate substantial tax-preferred retirement distributions, organizations can accomplish all three of these goals in a cost-effective and mutually beneficial manner. At OM, we pride ourselves on our experience and ability to remain flexible, thereby allowing you to offer a variety of executive benefit plans that can attract talent while also positively impacting financial metrics.

Each program designed by OM is customized to fit your organization’s specific needs and can include a number of different product options, as well as evaluating anything that is already in place. We will work with you to find the best fit. 

With OM on your side, you gain a partner with years of insurance and retirement funding experience. We are committed to helping your organization grow stronger and more financially secure.

OM Financial Group

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