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
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.