OM Financial Group

OM Financial Group is a financial consulting firm that specializes in helping credit unions offer competitive and cost-effective employee benefit solutions. Our Supplemental Executive Retirement Plans (SERPs) are designed to both reward and retain key executives which helps ensure the success of your credit union for years to come.

https://www.om-financial.com/

kmccluskey@om-financial.com

617.526.9373

Tuesday 20th of October 2020
OM Financial Group
Beyond the Boomer CEOs: Prepare Your Credit Union

Almost half of baby boomers will turn 65 in the next 10 years and it will impact the credit union industry tremendously. Is your credit union prepared for the change?

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Tuesday 4th of August 2020
OM Financial Group
Turn Your Credit Union's SERP Liability Into Net Income

Credit union executives and boards are highly concerned right now about how their SERPs are performing. OM Financial Group suggests a better way through split-dollar, whole life SERPs.

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