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We specialize in helping our clients plan for retirement, understand lifetime income planning when they retire and how to manage legacies they may receive or wish to pass on to loved ones or charitable groups. We strive to provide excellent on-going service and periodic review meetings to help ensure we are on track, making adjustments as warranted so that you can fully enjoy your retirement. Understanding Your Financial Future. We have a "hands on" approach to financial guidance. We take the time to...

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Smarsh Inc

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921 SW W●●●●●●●●n Street

Sui●●●540

Por●●●and , Oregon, 97205

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te●●@smarsh.com

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Smarsh Inc

Technical Operations

921 SW W●●●●●●●●n Street

Sui●●●540

Por●●●and , Oregon, 97205

United States

1.97●●●●9956

te●●@smarsh.com

View this contact

Smarsh Inc

Technical Operations

921 SW W●●●●●●●●n Street

Sui●●●540

Por●●●and , Oregon, 97205

United States

1.97●●●●9956

te●●@smarsh.com

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Home | Oakmont Financial Group | oakmontfinancialgroup.com Reviews

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We specialize in helping our clients plan for retirement, understand lifetime income planning when they retire and how to manage legacies they may receive or wish to pass on to loved ones or charitable groups. We strive to provide excellent on-going service and periodic review meetings to help ensure we are on track, making adjustments as warranted so that you can fully enjoy your retirement. Understanding Your Financial Future. We have a hands on approach to financial guidance. We take the time to...

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Home | Oakmont Financial Group | oakmontfinancialgroup.com Reviews

https://oakmontfinancialgroup.com

We specialize in helping our clients plan for retirement, understand lifetime income planning when they retire and how to manage legacies they may receive or wish to pass on to loved ones or charitable groups. We strive to provide excellent on-going service and periodic review meetings to help ensure we are on track, making adjustments as warranted so that you can fully enjoy your retirement. Understanding Your Financial Future. We have a "hands on" approach to financial guidance. We take the time to...

INTERNAL PAGES

oakmontfinancialgroup.com

1

Volunteering in Retirement | Oakmont Financial Group, LLC

http://www.oakmontfinancialgroup.com/resource-center/retirement/volunteering-in-retirement

8220;This generation got no destination to hold. We are volunteers of America”. By Jefferson Airplane¹. Those of a certain age will recall these Jefferson Airplane lyrics as a call to action, though for a different period and place. Even with the passage of time and through a lifetime of changes, the desire of baby boomers to make an impact on the world has not diminished. Is this something you want to do locally, around the nation, or even the globe? There are plenty of resources to get a good view of t...

2

Learning Center | Oakmont Financial Group, LLC

http://www.oakmontfinancialgroup.com/resource-center

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Securities and Advisory services offered through LPL Financial.

3

The Junk Drawer Approach to Investing | Oakmont Financial Group, LLC

http://www.oakmontfinancialgroup.com/resource-center/investment/the-junk-drawer-approach-to-investing

The Junk Drawer Approach to Investing. Its easy to let investments accumulate like old receipts in a junk drawer. Interest Rates: How Low Can They Go? The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels? If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering. 5 Smart Investing Strategies. Getting what you want out of your money may require the right game plan.

4

Money | Oakmont Financial Group, LLC

http://www.oakmontfinancialgroup.com/resource-center/money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. The Cost of Procrastination. Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. Your Cash Flow Statement. Take a look and see.

5

Tax | Oakmont Financial Group, LLC

http://www.oakmontfinancialgroup.com/resource-center/tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Making Your Tax Bracket Work. Have you explored all of your choices when it comes to managing your taxable income? Learn more about taxes, tax-favored investing, and tax strategies. Will You Pay the AMT?

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Home | Oakmont Financial Group

We specialize in helping our clients plan for retirement, understand lifetime income planning when they retire and how to manage legacies they may receive or wish to pass on to loved ones or charitable groups. We strive to provide excellent on-going service and periodic review meetings to help ensure we are on track, making adjustments as warranted so that you can fully enjoy your retirement. Understanding Your Financial Future. We have a "hands on" approach to financial guidance. We take the time to...

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