Entering into retirement can be complex and intimidating. But it’s also a time to celebrate. We take the weight off your shoulders and help you navigate this new stage of life confidently so you can fully enjoy it.
Take emotion out of the equation.
Oakmont’s longevity is also made possible by our commitment to stay on the cutting edge of wealth management. Our investment committee utilizes the latest technology and has managed billions of dollars. The team specializes in creating rules-based portfolios. This thoughtful investment process takes emotions out of decision-making to help you efficiently achieve your goals.
Financial and estate planning under one roof.
We partner with Danner Law for estate planning to ensure you have complete coverage as you move through retirement.
A comprehensive estate plan should do more than just anticipate your death, it should provide incapacity planning, privacy, and protection. Cultivating an estate plan that does all that requires a unique approach. Our process for estate planning is designed to achieve a balance in the planning process. It all starts with education.
Your Retirement Optimism
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