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Our Strategies.

Retirement is calling
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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.

02

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

Income planning

Investment planning

Tax planning

Healthcare planning

Legacy planning

Wealthguard

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