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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Beware of these traps that could upend your retirement.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here’s a crash course on saving for college.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are hundreds of ETFs available. Should you invest in them?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.