October 16 is National Boss’s Day, a chance to celebrate the people who keep us gainfully employed! “Boss” has been used as slang to describe something cool or excellent, so if you are blessed with a great boss, you could call ‘em a boss boss. Whatever you call them, do a little something for the boss in your life

Click here to read full article: National Boss Day

CFP® Subscription Financial Planning

At OakCrest we’re continually trying to be at the forefront of planning for our clients. We assist our clients:

    • To become organized with our digital financial planning tools,
    • Stay on track towards their goals for retirement, college or buying a home,
    • Aggregate and see all their financial accounts in one place,
    • Comprehensive approach to investment management,
    • And receive monthly economic updates with OakCrest Insight.