There’s a cost in every choice you make. To make the best choices for yourself, you need to look at what you’re getting and what you’re giving up, and then factor in your own personal values.

Click here to read full article: Opportunity Cost or Opportunity Lost

CFP® Subscription Financial Planning

At OakCrest we’re continually trying to be at the forefront of planning for our clients. We assist our clients:

  • To become organized with our digital financial planning tools,
  • Stay on track towards their goals for retirement, college or buying a home,
  • Aggregate and see all their financial accounts in one place,
  • Comprehensive approach to investment management,
  • And receive monthly economic updates with OakCrest Insight.