Solutions for Financial Professionals

Empowering advisors for a secure tomorrow.

While we dedicate ample time to meticulously plan for our clients’ retirement, we occasionaly overlook our own practice’s future.

At OakCrest, we offer guidance to advisors seeking succesion plans for their practice, ensuring continuity in case of unforseen events, and providing resources and support to help you expand and thrive in building your business.

SUCCESSION PLANNING

Want to start planning for the succession of your practice? We’re here to help put together a plan for the legacy of your practice and take care of your clients.

CONTINUITY PLANNING

Even if retirement is a long way off, having an emergency succession plan in case you are disabled or pass away is important for your clients. We’re here to start with an emergency plan to then develop a more comprehensive long term plan in the future.

JOIN US

We understand that to grow your practice, you need the resources and support to be successful. We are able to provide you the flexibility as an independent advisor to build your business your way.

Contact Us Today

to discuss how we can partner with you

GET IN TOUCH:

Oakbrook
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