A Unique Perspective
A Personalized & Proactive Approach
At OmniDivitia, we understand that navigating the complexities of taxes & estate planning can be stressful and time-consuming. Our mission is to provide clients with personalized, proactive strategies that minimize your tax burden as you protect & transfer your wealth. Tax planning isn't just about filing forms; it's about understanding your unique financial situation and developing a tailored approach that helps you achieve your long-term goals.
We believe in open communication and transparency, ensuring you understand every step of the process. We take the time to listen to your concerns, answer your questions, and provide clear, concise explanations of complex tax concepts.
Alex Locker has been in the financial services industry since 1996, and achieved the CERTIFIED FINANCIAL PLANNER™ designation in 2006. He is also the founder of Locker Wealth Management, Inc., a registered investment advisor in the state of Illinois.