Understanding Your Financial Future
At Oakmont Financial Group our goal is to help our clients with every aspect of their financial lives. We provide personal service and we strive for the financial stability and security that will make your dreams a reality.
We have a "hands on" approach to financial guidance. We take the time to get to know you and to understand your goals. Then, we do everything in our power to keep you focused on where you want to go and we advise you on how to get there. We work closely with you over time to maintain a disciplined approach to realizing your dreams.
Our company is based on the principle that understanding your current financial situation is vital to successfully making prudent decisions about your financial future. If you have any questions about your finances, or you wish to schedule an appointment, send us an email or give us a call at 707-539-5980.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Four vacation destinations you might never have thought of.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Here are 4 great, and sometimes unexpected, places to raise a family.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
What does your home really cost?
Here are five facts about Social Security that might surprise you.
Here’s a quick guide to checking to see if you have unclaimed money.
Pundits say a lot of things about the markets. Let's see if you can keep up.
All about how missing the best market days (or the worst!) might affect your portfolio.
There are three things to consider before dipping into retirement savings to pay for college.