You can gain control of your estate and business security plans -- for now and the future. The professionals of Oakmont Group can help you achieve your financial goals.
Our mission is to help individuals, families and business owners maintain control in the creation, protection and distribution of their financial legacies through creative estate structure, life insurance and other financial vehicles.
Founded in 1983 by Matt Davis and Randy Rother, Oakmont Group designs estate and business plans for people and businesses in the southwest United States.
We believe a successful plan allows you to maintain control and enhances financial security, knowing you have minimized the impact of taxes and transfer costs on your business or estate. Careful selection of a variety of more than thirty-five proven, available techniques -- coupled with the appropriate quantity and types of life insurance -- allows our clients to maximize control and flexibility. We want you to have a lasting financial legacy -- and achieve peace of mind. To that end, we work closely with you and your advisors to determine your needs and accomplish your goals.