Oakcrest Investment Services - Financial Advisor : Justin Wooley
Oakcrest Investment Services guides clients toward financial independence through comprehensive planning and education.
About
Oakcrest Investment Services is committed to building long-term relationships with clients to serve as their valued and knowledgeable advisor. They provide comprehensive investment planning, risk management, education strategies, and estate planning, adapting strategies to clients' changing life circumstances.
The firm partners with LPL Financial to offer a wide range of financial services and expertise.
Services
Small Business Ownership
Personalized financial guidance to navigate the unique financial challenges and opportunities of owning a small business.
Portfolio Management
Work with clients and their families to explore an investment portfolio that considers goals, time horizon, and risk tolerance.
Risk Management
Identify which risks to transfer to an insurance company and which risks can be managed internally.
Education Strategies
Develop an approach to manage the cost of education for children through financial planning.
Social Security Strategies
Build a customized Social Security strategy to play a key role in overall retirement planning.
Financial Education
Expand financial literacy through personalized education sessions to deepen understanding of financial concepts.
