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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
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Entrepreneurs all face the same question, “Which business structure should I adopt?”
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Lifestyle considerations in creating your retirement portfolio.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
For some, the social impact of investing is just as important as the return, perhaps more important.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
All about how missing the best market days (or the worst!) might affect your portfolio.
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In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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There are hundreds of ETFs available. Should you invest in them?