Preferred futures can be achieved through effective estate and business plans. We provide the solutions and personalized services that our clients need to be successful.

We believe in simplifying the complex. Adequate solutions allow you to maintain control and enhance financial security, knowing you have minimized the impact of taxes and transfer costs on your business or estate. Careful selection from a variety of more than thirty-five proven available techniques, when coupled with the appropriate quantity and types of life insurance, allows for maximum 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 ultimate goals and outcomes.

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 create enduring wealth for today and tomorrow. The issues we solve include:

Issue we solve

Challenge One: Lack of Understanding

Challenge One: Lack of Understanding

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

Challenge TWO: Lack of Integration

Challenge Two: 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: Lack of Personalization

Challenge Three: 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: Lack of Education

Challenge Four: Lack of Education

We help families identify, separate and understand core capital versus legacy capital. The difference between the two is important.

Challenge One: Lack of Understanding

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

Challenge Two: Lack of Integration

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

Challenge Three: Lack of Personalization

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

Challenge Four: Lack of Education

We help families identify, separate and understand core capital versus legacy capital. The difference between the two is important.

Oakmont Group Services

Policy Review
Policy Review

We make sure existing policies are efficient, effective and have no hidden problems that could jeopardize the long-term stability of their program.

Policy Design
Policy Design

Every client is unique and their situation and goals deserve a plan designed specifically for them.

Premium Finance
Premium Finance

We have provided legitimate, full disclosure premium finance solutions for over two decades.

Life Settlements
Life Settlements

We hold one of the original life settlement brokerage licenses in the State of Texas and continue to be involved in the ever-changing market.

Insurance As An Asset
Insurance As An Asset

More and more wealthy families are looking to custom designed life insurance policies as a non-correlated asset class to help build, protect and diversify their investment portfolio.

Charitable Planning
Charitable Planning

We explore opportunities to implement charitable planning to help qualified charities, while also preserving family wealth and legacy.

We Serve Successful Individuals & Families

A proper plan requires holistic solutions. We provide the unbiased and objective advice and planning strategies to help release families from the burden of worrying about life's ``what ifs.``

  • Ways to reduce the burden of wealth.
  • Ways to maximize the impact of wealth to the family as well as their favorite charities.
  • Protection from the devastation of transfer taxes.
  • Ways to create enduring family wealth for generations to come.

We Serve Successful Businesses

Our same commitment to holistic planning and providing much needed peace of mind applies to business owners as well. By simplifying the complex, we help you do what you do best.

  • Seamless transfer of ownership and/or management.
  • Protection from the burden of transfer taxes on non-liquid stock.
  • Opportunities to maximize the impact of the business on its employees as well as the family.
  • Protect businesses from the unintended consequences of succession plans.

We refer to these as Enterprise Security PlanningTM.

Your preferred future awaits. We stand ready to help.

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