Our Strategies.
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Our Services
The Oakmont Blueprint.
We’ll take a thorough, objective look at your current financial situation, set realistic, attainable goals and establish a clear path for financial success. We will always tailor our services to meet your specific needs.
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01
Discovery Session.
During our first meeting, we’ll gain an understanding of your unique financial situation and begin to develop solutions to help you retire with confidence.
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Portfolio Analysis.
Next, we’ll take a deep-dive into your current portfolio, with a focus on uncovering inefficiencies, analyzing risk and identifying opportunities for growth.
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Planning & Commitment.
Finally, we’ll select a financial plan and suite of services that will get you on the path to a successful retirement.
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Our Services
Comprehensive planning.
Income planning
Investment planning
Tax planning
Healthcare planning
Legacy planning
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