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.
student loan repayment strategies
tax minimization strategies
WHAT WE OFFER
Premier quality financial planning with a Certified Financial Planner™ professional experienced in working with medical professionals.
- Investment advisory services
- Unbiased portfolio investment options
- Asset allocation modeling
- Tax review and minimization strategies
- Risk management review and analysis
- Insurance services
- Retirement Income Projections
- Cash flow and modeling projections
WHAT TO EXPECT
Ongoing financial planning and support with your personal Advisor with exclusive content and educational services.
- Team who relates to your struggles and celebrates your successes
- Partner with you to develop customized plan
- Ongoing reviews with your Advisor
- 24/7 Portfolio monitoring through our platform
- Monthly/Quarterly statements
- Account rebalancing
- Ongoing financial adjustments to your plan
- Monthly educational videos