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
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How Will the Economy React to AI?
What do concerns or uncertainty about AI mean for your future and your financial strategy?
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
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Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
When Markets React
When markets shift, experienced investors stick to their strategy.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.