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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Steps to help you sustain and grow your retirement savings.
There are common mistakes you can avoid when saving for retirement.
Here are six flags that may make your tax return prime for an IRS audit.
Calculating your potential Social Security benefit is a three-step process.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Learn about what risk tolerance really means in this helpful and insightful video.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Even low inflation rates can pose a threat to investment returns.
Here’s a quick guide to checking to see if you have unclaimed money.