Helping you achieve financial security


About Me

Hello! I'm Michael Ohmstede, a retirement planning
specialist dedicated to securing and protecting your retirement assets against the uncertainties of the stock market. With a focus on retirement income and legacy planning, I also provide expert guidance in long-term care insurance, Medicare, basic life insurance as well as advanced life insurance for high-net-worth individuals. Additionally, I provide tax mitigation strategies tailored for retiring landlords looking to sell their portfolios.

My Journey

I began my career in the consulting sector, where I
specialized in retirement planning products and strategies. I was the go-to advisor for other financial professionals seeking to craft comprehensive financial plans for their clients. This background has endowed me with a deep expertise in the financial strategies and products I now offer directly to my clients, giving me a unique edge in the industry. While I continue to offer consulting services to other financial professionals, it only made sense to expand and provide my expertise directly to clients as well.

My Achievements

Over the years, I've had the privilege of helping secure more than $225 million worth of retirement assets for my clients. This milestone reflects my commitment to providing tailored, effective financial solutions that stand the test of time.

Personal Life

Outside of work, I am an avid Kentucky basketball fan and love spending time outdoors. Whether it's hiking, traveling, running, or working out, I find joy in staying active and exploring new places. I live in
Lexington, Kentucky, with my wonderful wife and our beautiful daughter. Our family is my anchor and motivation, driving me to offer the best possible service to every client.

 

If you have any questions or would like to discuss how I can help you secure your financial future, please don't hesitate to reach out. I'm here to help you achieve peace of mind and a prosperous retirement.  

Our Approach

At Ohmstede Financial, we believe in personalized financial strategies, not one-size-fits-all solutions. Your unique values, goals, and circumstances are at the heart of every plan we create. We don't just manage money; we help shape financial futures that truly resonate with who you are and what you aspire to achieve.

© Copyright 2024. Ohmstede Finacial Solutions. All rights reserved.

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