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Richard Warren

OmniMed Financial & The Bulfinch Group
Financial Planning

Contact Information:

Needham Heights, MA 02494
United States

Years in Business:

 

1

Clients I'm Seeking:

 

Individuals, families, and business owners that are looking to take control of their financial present and plan for their financial future.

About My Business:

 

I have spent 15 years in the finance world in a myriad of roles. About a year ago, at the urging of my personal CFP, I began my financial services practice and aligned myself with an incredible team of specialists, subject matter experts, and support staff. This unparalleled team is at the ready for any financial issue my clients may face. OmniMed Financial & Insurance is proudly partnered with The Bulfinch Group and we are pleased to call Needham, MA our home. So what precisely do I do? The answer is simple - it depends. Each individual deserves a customized financial analysis and plan. This can only be accomplished by getting to know each other first, talking about money later. As a general summary, I help my clients to increase their level of financial organization, minimize risk in their financial world, and develop strategies to manage their responsibilities and achieve their goals. Wealth building is a process of both art and science that demands the integration and coordination of many factors that can be influenced by economic, tax, and market considerations. Our specialized methodology provides a holistic approach that helps clients consider their goals and values and then make intelligent decisions regarding the best use of their money. Further, it offers an easily implemented process to evaluate the results of these decisions. By focusing on strategy first, we strive to increase the effectiveness of the plans we build together. Our participatory approach educates clients on how to build, enjoy, and preserve wealth throughout their lifetime. I keep the following tenets at the core of my practice: every client deserves a world class level of service, risk can rarely be eliminated - but it can be minimized, never undo good work that has already been done, and strategies should have minimal or no impact on the everyday lifestyle of my clients. It is an honor to meet and get to know an introduction, and perhaps we may find that my philosophy of care aligns with their expectation of care. Thank you in advance for your consideration.

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