Build confidence in your financial future

Build confidence in your financial future Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow. Build confidence in your financial future

Our Name: The OakBridge Group

Oak: The oak tree is known for its strength and durability.

Bridge: A structure spanning and providing passage over an obstacle.

In our practice we focus on overcoming the many obstacles and terrain you may face in life in an effort to bridge the gap between where you are now and where you want to be financially. Inflation, taxes, life changes, healthcare costs, college expenses, and recreating your income in retirement are just some of the many obstacles that we need to bridge along your journey to financial independence.

OakBridge: The words form the perfect metaphor for our vision when delivering on our main core competencies: comprehensive financial planning and wealth management.

Years of Experience ?

Client Satisfaction 4.8 out of 5 rating based on 25 reviews 96.00

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)