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
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See how inflation over time could affect the purchasing power of your retirement income.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Work backwards from your savings goal to find the rate of return you'd need to get there.
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Estimate the potential monthly income your IRA balance could generate in retirement.
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Bursting the Bubble
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.