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Our Services

At OnMark Asset Management, LLC, we provide assistance in the following areas:

Investments

  • Managed Investment Accounts
  • 401(k) Rollovers
  • Traditional IRA
  • Roth IRA
  • Mutual Funds
  • Exchange Traded Funds (ETF’s)
  • Stocks and Bonds 
  • Municipal Bonds
  • Alternative Investments
  • Account Consolidation
  • College Education Investments 


Financial Planning

  • Retirement Income & Distribution Planning
  • Social Security Optimization Planning
  • Comprehensive Financial Planning
  • Investment Portfolio Review
  • 401(k) Investment Allocation Review
  • Budget & Cash Flow Analysis
  • Estate Planning
  • Insurance & Risk Management Review
  • Debt Reduction Planning
  • Annuity Review
  • Account Aggregation Services
  • Insurance & Risk Management

Insurance & Risk Management

  • Term Life Insurance
  • Whole Life Insurance
  • Mortgage Insurance
  • Annuities
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Hybrid Insurance Plans
  • Identity Theft Plans 


Business Planning

  • Key-Person Insurance
  • 401(k) Plans
  • 403(b) Plans
  • Pension & Profit Sharing Plans
  • SEP IRA Plans
  • Executive Compensation Planning
  • Disability Salary Continuation Planning
  • Buy-Sell Insurance
  • Business Continuation Planning