OmniStar's 10 Elements of Wealth Management Assessment
Take the test to see how proficient you are in each category!
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Rate yourself on a scale of 1 (strongly disagree) to 5 (strongly agree).
Rate yourself on a scale of 1 (strongly disagree) to 5 (strongly agree).
Rate yourself on a scale of 1 (strongly disagree) to 5 (strongly agree).
Rate yourself on a scale of 1 (strongly disagree) to 5 (strongly agree).
Rate yourself on a scale of 1 (strongly disagree) to 5 (strongly agree).
Rate yourself on a scale of 1 (strongly disagree) to 5 (strongly agree).
Rate yourself on a scale of 1 (strongly disagree) to 5 (strongly agree).
Rate yourself on a scale of 1 (strongly disagree) to 5 (strongly agree).
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OmniStar Financial Group delivers strategic planning for business, family, and future. We offer personalized guidance and fiduciary care to help you build lasting value, because your future is our focus.
Your current plan may leave you vulnerable. Let’s create a plan that works for your future.
Step 1: Understand What’s Missing
✔ Identify the core gaps in your savings habits, investment choices, and retirement readiness
✔ Clarify your long-term financial needs so you know what you're aiming for
Step 2: Take Focused Action
✔ Start with manageable steps like opening or funding a retirement account, automating savings, or reducing debt
✔ Build a simple but structured plan to guide your next 6 to 12 months
Step 3: Talk to an Advisor You Trust
✔ The Second Opinion Solution is a no-pressure way to get a personalized review from a fiduciary
✔ It can help you prioritize actions, avoid costly mistakes, and gain confidence in your next steps
You’re on the right path, but a few strategic adjustments could make a big difference.
Step 1: Identify the Gaps
✔ Compare your current savings, investment performance, and retirement timeline to your desired outcomes
✔ Look for inefficiencies like high fees, low diversification, or missed tax strategies
Step 2: Adjust with Intention
✔ Increase contributions where possible, especially if you're behind your target
✔ Revisit your risk profile, asset allocation, and whether your plan protects against inflation or healthcare costs
Step 3: Get Clarity from an Expert
✔ A Second Opinion Solution helps you understand where your plan stands today and what needs to change
✔ Walk away with a practical roadmap and specific next steps tailored to your goals
You’ve built a solid foundation. Keep refining your strategy to stay ahead.
Step 1: Revisit Your Goals
✔ Confirm that your current financial plan aligns with your personal values and long-term priorities
✔ Review retirement income projections and lifestyle goals to ensure you’re still on track
Step 2: Stress Test Your Strategy
✔ Run “what if” scenarios to evaluate how market shifts, taxes, or health events could impact your plan
✔ Review your estate and succession planning to ensure everything is coordinated and up to date
Step 3: Get a Second Opinion
✔ Even strong plans have room for refinement. The Second Opinion Solution offers an objective review to validate your strategy
✔ Gain clarity on any overlooked areas or opportunities for optimization
