Solutions for Financial Professionals

 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.

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.

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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.

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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.

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Contact us Today to discuss how we can partner with you

GET IN TOUCH:

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

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OakCrest Capital