Medical Professionals - OakCrest Capital

Helping Those Who Help Others

We understand the personal investment you made to reach your goals. Let us help you plan for your future.

Objective advice for Physician Specialists.

At OakCrest Capital, we are dedicated to advising physicians, dentists, optometrists, and other medical professionals. Just as medicine promotes specialization, in the profession of financial planning, we are specialists advising medical professionals. As your financial professionals, we will do everything in our power to keep you focused on where you want to be, how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. We utilize our extensive knowledge to build a customized portfolio that reflects your cash flow needs, investment time frame, and tax situation to provide the informed advice that medical professionals require. We have been honored to be recognized as guest speakers at seminars held by the American Medical Association, as well as Medical, Dental, and Optometry schools to educate medical professionals on financial decisions following graduation.

We offer exclusive services to Medical Professionals to help you build and grow your wealth.

Investment Management Services

Tax Minimization Strategies

Disability Insurance

Retirement Income Projections

Estate Planning

Student Loan Repayment Strategies

WHAT WE OFFER

Premier financial planning team with a Certified Financial Planner^™ to assist you with:

Comprehensive Financial Planning
Investment Management Services
Retirement Income Planning
Tax Review and Minimization Strategies
Student Loan Repayment Strategies
Estate Planning
Disability and Insurance Review
Group Benefits Review
College Planning

WHAT TO EXPECT

Ongoing financial planning and support with your OakCrest Team with exclusive content and educational services.

Team who relates to your struggles and celebrates your successes
Customized financial solutions
Ongoing reviews with your Advisor team
24/7 Portfolio monitoring through our platform
Monthly/Quarterly statements
Account rebalancing
Ongoing financial adjustments to your plan
Quarterly Webinars

IMPORTANT INFO:

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and OakCrest Capital, LLC are not affiliated.

This communication is strictly intended for individuals residing in all 50 states and DC. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, OakCrest Capital, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Cambridge does not offer tax or legal advice. Fixed insurance services offered through OakCrest Capital, LLC.

Cambridge’s Form CRS (Customer Relationship Summary)

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