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.

student loan repayment strategies

insurance review

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

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.

Fixed insurance services offered through OakCrest Capital, LLC.

Cambridge does not offer tax or legal advice.

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