1121 North 102nd Court,
Custom Wealth Management
We create tailored strategies designed to meet your needs and goals throughout your finanicial journey.
A Value-Based Investment Firm
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
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 client’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.
Are you ready to check-in on your retirement preparedness and begin developing a retirement income distribution plan? We are here to help put your Roadmap to Retirement together!
Certified Financial Planner®
402-339-9090 ext. 201
Tandon Dorn, CFP®, CHFC®
Associate Financial Professional
402-339-9090 ext. 204
Licensed Sales Assistant
402-339-9090 ext. 214
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