Subscription Based Financial Planning

Exclusive for CBA Members


Subscribe Here

Did you know that the vast majority of Americans don’t have a dedicated financial advisor to help them through life’s toughest challenges? They may feel they don’t have the financial resources or are unsure who they can turn to for guidance. At CBA, we believe that investment and financial advice should be available to everyone. To achieve this, we’ve developed a model to help individuals take control of their financial health and get support in creating a plan for their future. We’ve put together subscription-based plans that allow clients to start simple and adapt as their lives and financial situations become more complex.
All of our subscription plans help clients get organized on one financial platform so that their complete financial picture is available at their fingertips.  
  • We assist them in this process of aggregating their financial accounts on one site that can be updated daily via mobile device or computer
  • We help them efficiently track expenses and investments
  • We provide an online document storage vault and monthly videos and newsletters to keep clients updated on the economy, the markets, and landscape shifts
  • And most importantly, we provide one-on-one support and advice with their CBA team
  • The CBA team is available to listen and collaborate to design a customized plan– from basic budgeting or cash flow discussions to ‘what if’ scenarios– our experienced team can help address clients financial aspirations and concerns
We offer exclusive, discounted rates just for CBA members. View our planning subscriptions below:
$100 initial fee
Per month

Regular rate: $150 initial fee; $50/month

Included in the Subscription Plan:

  • Build a personalized plan with a dedicated CFP Advisor team
  • Digital financial plan
  • Retirement savings projections
  • College planning
  • 401(k) review and analysis
  • Maximize social security
  • Portfolio risk analysis
  • Tax Planning
  • Retirement income planning projections
  • Estate plan review
  • Insurance analysis
  • Debt repayment planning
  • Advice on saving for a major purchase
  • Planning collaboration with your attorney and accountant
  • Business Planning
  • Asset management fee discount
  • Professional support team
  • Virtual calls with the team

Disclosure: 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 the states of AL, AK, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WI, WV, and WY. 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.


820 West Jackson Boulevard,
Suite 805 Chicago, Illinois, 60607