Committed to helping you achieve the retirement you deserve.
ABOUT

Helping you meet your financial needs is our first priority. 

Services

Our process is designed to help our clients achieve simplicity and confidence during their retirement years. It’s focused around five key areas of your current financial life.

INCOME PLANNING

Our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.

INVESTMENT PLANNING

Once your income plan is established, we will create an investment plan for the remaining assets that you do not need to draw from month to month.

© 2018 OAKMONT ADVISORY GROUP. 
ALL RIGHTS RESERVED

ABOUT USSERVICESCLIENTSCONTACT

It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. 

Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family, and confidence in your financial future.

TAX PLANNING

We will create a comprehensive retirement plan that includes a strategy for decreasing tax liabilities.

HEALTH CARE PLANNING

We will create a plan to help you address rising health care costs with a minimum of expense.

LEGACY PLANNING

We will work collaboratively to help you ensure your hard-earned assets go to your beneficiaries in the most tax-efficient manner.

TERMS OF USE

Clients

A consolidated view of all of your accounts.

 

Contact

To schedule a time to discuss your financial future and the possible role of insurance or investment products in your financial strategy, fill out the form below:

 

SUBMIT

OAKMONT ADVISORY GROUP


 

5600 Eubank Blvd. NE, Suite 130

Albuquerque, NM 87111

 


9101 High Assets Way NW, Suite 104

Albuquerque, NM 87120

 

OAKMONT WEST LOCATION


 

P    505-821-6966
F    505-312-7533
info@oakmontadvisory.com

 

OAKMONT ADVISORY GROUP


 

5600 Eubank Blvd. NE, Suite 130

Albuquerque, NM 87111

 

OAKMONT WEST LOCATION


 

9101 High Assets Way NW, Suite 104

Albuquerque, NM 87120

 

P    505-821-6966
F    505-312-7533
info@oakmontadvisory.com

 

© 2018 OAKMONT ADVISORY GROUP. ALL RIGHTS RESERVED

Oakmont Advisory Group, LLC and Oakmont Insurance, LLC are not affiliated with or endorsed by the Social Security Administration. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Oakmont Advisory Group, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-based financial planning and investment advisory services are offered by Oakmont Advisory Group, LLC, a Registered Investment Advisor in the State of New Mexico. Insurance products and services are offered through Oakmont Insurance, LLC. Oakmont Advisory Group, LLC and Oakmont Insurance, LLC are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell, or offer to sell, investment advisory services to any residents of any state other than the State of New Mexico or where otherwise legally permitted.

Oakmont Advisory Group, LLC and Oakmont Insurance, LLC are not affiliated with or endorsed by the Social Security Administration. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Oakmont Advisory Group, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-based financial planning and investment advisory services are offered by Oakmont Advisory Group, LLC, a Registered Investment Advisor in the State of New Mexico. Insurance products and services are offered through Oakmont Insurance, LLC. Oakmont Advisory Group, LLC and Oakmont Insurance, LLC are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell, or offer to sell, investment advisory services to any residents of any state other than the State of New Mexico or where otherwise legally permitted.

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