Financial Planning Customized For Your Financial Goals

We provide the highest quality service and comprehensive wealth management solutions to help our clients achieve their financial goals.
WORK WITH US

We can help you take control of your financial future.

Plan

Work one on one with your personal financial advisor to develop a comprehensive financial plan. We then meet with you periodically to ensure you are on track.

Grow

As a completely independent fiduciary, we can craft your investment portfolio to fit your unique needs. Monitor your progress 24/7 from our mobile platform.

Protect

You worked hard to build your legacy. We can help you protect it by offering a full suite of insurance products and working with you to find the policy you need.

Is your investment portfolio right for you? Find your true Risk Number today!

Find your Risk Number

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A NOTE FROM OAKCREST CAPITAL, LLC

6 Lessons From the Retired Millionaire Next Door

by | July 27, 2021 | Uncategorized | 0 Comments

The road to retirement is paved with good financial habits Millionaire status might seem far out of reach, especially...
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How Much Do I Need to Retire Comfortably?

by | July 20, 2021 | Estate Planning, Personal Finance, Retirement Planning, Uncategorized | 0 Comments

Follow these steps to find out. How much money do you need to comfortably retire? $1 million? $2 million? More? The...
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4 Steps to a Happy Single Retirement

by | June 15, 2021 | Investing, Personal Finance, Retirement Planning, Uncategorized | 0 Comments

The number of seniors who are single and childless is growing. This group needs to be purposeful as they think about...
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GET IN TOUCH:

17W220 22nd St, Suite 300/Box 4
Oakbrook Terrace, IL 60181
312-525-8793
lori.boo@oakcrestllc.com