We’ve all heard stories about individuals who passed away quietly after a life of frugality, leaving a fortune to their unsuspecting heirs or, occasionally, a beloved pet.

Click here to read full article: Smart Ways to Handle an Inheritance

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.