At Oakmont Group, we live to help our clients maximize the enjoyment and impact of their wealth by aligning it with their unique needs and value systems.

We work to help our valued clients achieve better outcomes through best in-class life insurance and estate planning strategies. Through a never-ending commitment to helping individuals, families, and businesses maximize the impact and enjoyment of their wealth now, and for generations to come, we endlessly strive to assist our clients in every way possible. Making a difference by creating an ever-enduring impact is what we do… and more importantly, this is precisely what our clients expect from us.

WHAT SETS US APART

We believe everyone seeking their preferred future needs a firm who can deliver value they can immediately use to enhance the impact and enjoyment of their wealth.

Our Perspective

There are problems going unresolved with advisors and what they consider to be “better results.” In turn, this leads to opportunities being overlooked, which gives Oakmont a clear pathway to better serve those clients in ways that maximize the power of their unique situation.

Our Approach

We seek to truly understand our clients preferred future and achieve planning alignment among all client advisors before implementation of any strategy, plan, or product.

Our Results

Anybody can make assertions around capabilities. Oakmont Group is different; by applying our approach to problem solving, we are able to design life insurance solutions unique to each family or business.




Issues We Solve

Improving the use and enjoyment of wealth requires overcoming four unique challenges. Oakmont Group and our experienced staff are committed to helping you overcome these challenges to help establish enduring wealth for today and tomorrow.

Issue we solve

Challenge One: A Lack of Understanding

Advice is given like a commodity with a lack of real understanding of the client’s preferred future; without clarity here, client advice is often compromised.
Issue we solve

Challenge Two: A Lack of Integration

A lack of integration during the planning process often fails to uncover hidden problems that are costing people money.
Issue we solve

Challenge Three: A Lack of Personalization

A lack of personalization creates inefficiencies in planning solutions that cause unintended problems and often increased costs.
Issue we solve

Challenge Four: A Lack of Education

We help families identify, separate, and understand Core Capital versus Legacy Capital. Understanding the differences between the two is important in how they view their wealth.

Challenge One: A Lack of Understanding

Advice is given like a commodity with a lack of real understanding of the client’s preferred future; without clarity here, client advice is often compromised.

Challenge Two: A Lack of Integration

A lack of integration during the planning process often fails to uncover hidden problems that are costing people money.

Challenge Three: A Lack of Personalization

A lack of personalization creates inefficiencies in planning solutions that cause unintended problems and often increased costs.

Challenge Four: A Lack of Education

We help families identify, separate, and understand Core Capital versus Legacy Capital. Understanding the differences between the two is important in how they view their wealth.

Who We Serve

We serve successful individuals, families, and business owners looking for a firm equipped with the technical expertise to bring their preferred future into focus through sophisticated wealth preservation and growth strategies. Our customized approach to understanding our client’s unique needs and aligning those needs with the best products and strategies in the market helps ensure each preferred future is realized.

The Pathway Process

Our four step pathway process is our time tested method for combating the four unique challenges preventing families and businesses from reaching their goals.

Allowing our clients the opportunity to get to know us and who we are is only half of the introduction, of equal importance is our chance to get to know the client and who they are beyond a balance sheet.

Engaging and involving all advisors is an imperative part of maximizing the efficiency and effectiveness of any plan. Without this, families often develop a disconnect between their goals and their plans.

Once all the facts and feelings are understood, it allows us to design programs in combination with a customized financial instrument, commonly referred to as life insurance, that are personalized to each family or business.

Once a program is in place, ongoing monitoring is essential to assure the ultimate outcome the family desires. Change is inevitable which mandates that regular reviews take place allowing for adjustments when necessary.

Oakmont Insights

Welcome to Oakmont Insights – our resource library filled with various whitepapers and articles specifically developed to help you better understand how proper uses of life insurance and wealth preservation strategies compliment your preferred future.

Visit our library today!

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