For more than 20 years we have been helping families work toward their pre-retirement and retirement needs. At Oakmont Financial Group we offer professional advice and personalized service. Every family has its own unique circumstances and we will work with you to design a plan that fits your needs. We are focused on protecting and managing your assets and preparing you for life’s unexpected occurrences. Our personalized approach will help you prepare to live the life you choose throughout your retirement years.
Our approach has a comprehensive wealth management focus with and emphasis on retirement planning, investments, risk management, estate planning and even college planning for your children or grandchildren.
As we work with you to build your unique plan, we learn about your goals, your dreams, your investment history and your risk tolerance. After we have established your plan, we will implement your strategy and make adjustments as needed when the financial landscape changes or your goals and priorities change.
We are powered by the resources of LPL Financial, the nation’s largest independent broker/dealer.* Our relationship with LPL provides us with up‐to‐date, independent research, and a wide range of tools, and resources toward meeting your financial goals. LPL Financial has no proprietary products, which enables us to provide you with objective, comprehensive financial guidance.
Our goal is a life‐long relationship with each of our clients. The foundation of that relationship is open, honest communication, and an ongoing commitment to your financial success.
*As reported by Financial Planning magazine, June 1996‐2017, based on total revenue.