Finally - Financial Planning Accessible to Everyone

Subscription Based Financial Planning

This content is for members only.
This content is for members only.

Quickly get started planning your path Today for only $39/mo!

 

Become a Planning Member Today

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Personal Financial Website

To get ahead and stay ahead, we need to get organized. We bring everything to one place. All your accounts, every bill, every piece of your financial life into one easy-to-understand place.

INTERACTIVE CASH FLOW PLANNING

INTERACTIVE CASH FLOW PLANNING Now you are ready to track your cash flow. What comes in and what goes out. What are you spending every day, and what are you saving? Most importantly, how much more can you save?

Safe & Secure

There is nothing more important than keeping your financial data secure and protecting your privacy. We use multiple levels of sophisticated security measures to ensure your accounts are safe. CBA provides you with Bank-Level Security, complete with the latest in encryption and enhanced two-step identification

 

Quickly get started planning your path Today!

 

Become a Planning Member Today

This content is for members only.
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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
  • Start your Financial organization Today!

    Become a Planning Member Today

    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

     

    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.

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