Continuity Planning for your Practice

Working with you to make sure your clients are cared for.

Retirement might be many years off for you, but what happens to your staff and your clients if you were unexpectedly out of office for a period of time due to health, disability or death. At OakCrest we work with you to be your partner to ensure that critical operations remain available in case of the unexpected and your clients are taken care of. Let us show you how a business continuity plan can help protect your family, staff and clients.

Solidified Plan

We assist you in creating a plan to provide for your family, staff, and clients in case of unforeseen disability or death.

Value to Clients

You can give them confidence that if something were to happen to you, the financial plans you have developed with them will continue. 


Our team will help develop an instruction manual to communicate this plan to your clients and employees.

Ongoing Evaluation

We continue to meet with you and your team to review your plan as your practice changes and evolves. 

Succession Planning

We work with you to develop a long-term plan and position your practice to maximize it’s value. 

Virtual Assistant Team Access

If you need additional help, we have a virtual assistant team here to assist you with client communication tasks, client management tasks, and financial planning entry. 

OakCrest wants to be the partner your clients can count on if the unexpected occurs.


17W220 22nd St, Suite 300
Oakbrook Terrace, IL 60181
(312) 525-8793

Arlington Heights
3255 N. Arlington Heights Rd, Suite 501
Arlington Heights, IL 60004
(847) 670-0879

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OakCrest Capital