Oakmont Group specializes in these areas:
Estate Creation and Planning – Oakmont Group helps take the worry and emotion out of estate planning. Let us, as industry professionals with integrity, help you learn how to use your assets to improve the quality of life for you, your family and your chosen charity. We can help ensure proper estate liquidity, funding or help you create an estate to provide for your heirs. No matter what your needs, our pledge to you is to render, in light of all circumstances, the same advice to you we would apply to ourselves.
Business Security Planning – Business Security can be a reality for you and your employees – if you plan appropriately. We can help you develope and implement plans for: