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.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal. We have a "hands on" approach to financial guidance and 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. Knowledge is power and the foundation 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.
Today’s economic environment brings challenges, but also opportunities and potential rewards. We enjoy helping people work toward building a solid financial foundation for the future.
Helpful Content
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
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How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
College Savings
See how much you may need to save now to cover future college costs for your child.
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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Saving for College 101
Here's a crash course on saving for college.