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.Get Started Now
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.
Next, we’ll take a deep-dive into your current portfolio, with a focus on uncovering inefficiencies, analyzing risk and identifying opportunities for growth.
Planning & Commitment.
Finally, we’ll select a financial plan and suite of services that will get you on the path to a successful retirement.
Our goal is to make sure your expenses can be paid for the rest of your life. We will help you develop an income plan that alleviates the stress and fear of running out of money.
We will create an investment plan for your assets and evaluate ways to reduce risk while still working towards your goals. Learn more about our investment committee.
A holistic retirement plan includes a strategy for decreasing tax liabilities. We will help you strategize how to best position your money to potentially reduce your tax burden.
We will create a plan to help you address rising healthcare costs and unexpected health risks in retirement.
It is important to ensure your assets go to your beneficiaries in the most tax-efficient manner. We will collaborate with a qualified Estate Planning Attorney to ensure your assets are protected.