We use cookies to ensure that we give you the best experience on our website.

Accept
Back to All

March 12, 2021

Tax Planning Tips
David Hicks

Tax season comes around every year, yet so many of us wait until the last minute to file. Financial professional David Hicks joined @KOBTV4 to share reasons we should make tax planning a year-round habit.

Work with us.

Retirement is complex. Let us do the worrying for you. Complete this short survey to see if we could be a good fit and schedule a time to talk.

Your Retirement Optimism

A Weekly Letter from
David Hicks

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.

© 2024. Oakmont. All Rights Reserved.