Paul has been in this industry for over 19 years and brings a vast amount of experience to working with his clients. He is a Licensed Life/Health Insurance Agent, Investment Advisor Representative (Series 65 Securities License), and a National Social Security Advisor (NSSA). Paul earned a Bachelor’s degree from Western Illinois University with a Major in Economics and a Minor in Marketing.
PAUL DALY’S EXPERIENCE
- Financial Advisor/President – OMH Partner Group, Inc.
- OMH Partner Group specializes in protecting, managing, and educating our clients in the investment process. Paul believes that the only way to survive in today’s financial world is to have a clear and concise plan. He utilizes The Financial ABC’s of Retirement Planning Model with all of his clients. Paul teaches this model at various locations across the Chicago Land area. His specialties include: The Financial ABC’s of Retirement Planning, Tactically Managed Investments, Income Planning, Social Security Planning, 401(k) Rollovers, IRA Transfers, and is an expert in Fixed Indexed, Fixed, and Variable Annuities and how they fit into a portfolio.
- Paul is an instructor for several courses including The Financial ABC’s of Retirement Planning, The Principles of Retirement Planning, and Maximizing your Social Security.
- OMH Partner Group also has strategic relationships with top estate planning attorneys for trusts and expert tax planners.
Paul is a lifelong resident of DuPage County and currently resides in Winfield, IL. He has been married to his wife, Patty, for over 18 years and has three beautiful children. He enjoys sports and music and is an active member of his Church.
The National Social Security Advisor (NSSA) certification is obtained by completing eight hours of course work, passing a certification exam, and requires sixteen hours of biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.
Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM) a Registered Investment Advisor. BCM and OMH Partner Group are independent of each other. Insurance and Annuity products are sold separately through OMH Partner Group, Inc.
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