We spend so much time planning for our clients retirement, but often times we don’t spend time planning for our own practices.
At OakCrest, we assist advisors who are looking for a succession plan for their practice, continuity planning if an unexpected event occurs or advisors just looking to grow.
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.
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.
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.