Omega Financial Services is rapidly becoming known for offering what we refer to as out of the box financial
services, while at the same time offering traditional investment opportunities through our strategic partnerships with
licensed planners, advisors, forex traders and brokers.
Our aim is in helping our clients manage their finances in a way that will create a cash flow from within their current
budget that would otherwise not be available. This essentially opens up opportunities to invest with what is important
to our clients in mind. Be it post secondary education for their children, early retirement, building personal wealth or
any of a multitude of other reasons.
We achieve this for our clients primarily through the use of two specific strategies:
-
Money Merge Account (MMA) - through which you can eliminate your mortgage in 1/2 to 1/3 the regular amortization schedule
WITHOUT refinancing or increasing your monthly payment and little to no change in your existing lifestyle. (CLICK HERE)
-
Tax Minimization Strategy - our tax strategy can significantly reduce your tax payable each year and when used to
it's full potential can as much as eliminate your taxes. (CLICK HERE)
Using both of these strategies we create a cash flow for our clients that they would otherwise not have, thereby creating
a budget for investing.
Imagine what you would do without a monthly mortgage payment.
Imagine what you could do with thousands of dollars in income tax returned to you each year through this proprietary
strategy.
Omega Financial Services
Terri M Valstar
905-937-1664