Without proper planning, successful retirement will remain a daunting, and often unattainable goal. That's why Albuquerque locals have been partnering with us since 1970. Oakmont is Albuquerque's premier retirement advisory firm, with the tools and experience to help people at every stage of retirement planning.
At Oakmont, our expertise helps turn your retirement into reality. Oakmont is a financial advisory firm servicing clients of all asset levels and at all stages of retirement planning. We offer a comprehensive suite of services that, when applied to your unique retirement scenario, ensure that you will feel confident in your financial future.
At Oakmont, our expertise helps turn your retirement into reality. Oakmont is a financial advisory firm servicing clients of all asset levels and at all stages of retirement planning. We offer a comprehensive suite of services that, when applied to your unique retirement scenario, ensure that you will feel confident in your financial future.
Services
About
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Oakmont is an Albuquerque-based financial advisory practice with a rich history spanning nearly half a century. During that time, its founder, Ralph Hicks, has navigated every kind of market condition; celebrating his client's greatest victories while guiding them through the market's worst downturns.
The Oakmont Blueprint
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We'll take a thorough, objective look at your current financial situation, set realistic, attainable goals and establish a clear path for financial success. We will always tailor our services to meet your specific needs. During our first meeting, we'll gain an understanding of your unique financial situation and begin to develop solutions to help you retire with confidence.
Danner Law
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A comprehensive Estate Plan should do more than just anticipate your death, it should provide incapacity planning, privacy, and protection. Cultivating an Estate Plan that does all that requires a unique approach.
When you consider partnering with an Estate Planning attorney to help you establish a plan, I will encourage you to evaluate whether or not they are offering you a menu of options to pick from or cultivating a plan unique to your goals and circumstances.Too often, clients self-diagnose the level of planning that fits them.
When you consider partnering with an Estate Planning attorney to help you establish a plan, I will encourage you to evaluate whether or not they are offering you a menu of options to pick from or cultivating a plan unique to your goals and circumstances.Too often, clients self-diagnose the level of planning that fits them.
Retirement Solutions Show
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The Retirement Solutions Show helps listeners prepare for a successful retirement and better protect the savings they worked so hard to earn. Join Ralph and David Hicks as they offer free advice to guide you on your retirement journey. Our show discusses a variety of topics revolving around your retirement; everything from how the financial markets are affecting your returns to the implications of the political landscape on your portfolio.
In The News
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We may be halfway through 2021, but there are still a lot of important dates to keep your eye on. David Hicks spoke with KOB yesterday to talk about some financial dates to circle on your calendar. Most Americans will receive a tax refund, but what should you spend the money on? Financial professional David Hicks joined KOB-TV to share tips on how to get the most out of your refund.
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