Omni 360 Advisors LLC is an integrated financial services, legal planning, and accounting firm offering a comprehensive 360-degree approach to tax, legal, and financial advisory. Formerly known as Shah Total Planning LLC, the firm stands out for its multidisciplinary team of in-house Certified Public Accountants, Enrolled Agents, Certified Financial Planners®, Estate Planning Attorneys, Tax Lawyers, Investment Advisors, and Insurance Agents, providing clients with seamless, coordinated solutions under one roof.
The firm serves a diverse clientele including large businesses, franchises, private companies, medical practices, executives, young professionals, families, pre-retirees, and retirees. Their holistic process focuses on designing, building, and protecting long-term plans that reflect each client’s unique values, needs, and goals, with special expertise in sectors such as healthcare, technology, real estate, jewelry, contracting, and hospitality.
Services Offered
- Financial Planning
- Wealth Management
- Asset Allocation
- Retirement Income Planning
- IRA Planning
- 401K, 403B, and 457 Retirement Plans
- Investment Management
- Environmental, Social, and Governance-Based Investing
- Tax Planning
- Income Tax Planning
- Retirement Income Tax Strategies
- Capital Gains Tax Planning
- Business Exit Tax Planning
- Estate Tax Planning
- Gift Tax Planning
- Tax Reduction Planning
- Tax Services
- Tax Preparation
- Tax Accounting
- Tax Consulting
- Accounting Services
- Business Accounting
- Franchise Accounting
- Personal Accounting
- Business Planning
- Legal Services
- Estate Planning
- Wills
- Living Wills
- Trusts
- Revocable Living Trusts
- Irrevocable Living Trusts
- Asset Protection Trusts
- Charitable Trusts
- Gifting Trusts
- South Dakota Trusts
- Power of Attorney
- Elder Law Planning
- Business Legal Services
- Incorporation Services
- Asset Protection Planning
- Professional Fiduciary Services
- Business Succession Planning
- Tax Law
- Risk Management
- Life Insurance
- Disability Insurance
- Captive Insurance
- Long-Term-Care Planning
- Corporate Transparency Act (CTA) Compliance Services
Based in Plainsboro, New Jersey, the firm offers services in English and Gujarati, catering to a wide range of industries and individual needs with a focus on legacy and life transition planning.
