What’s your oath?
Where do you want to be financially in the future? What goals do you have? For yourself? For your family?
Deciding to hire a financial advisor should be easy.
Unfortunately, the financial industry has developed over hundreds of years, employing brokers and agents who get paid commissions and hidden fees, making it nearly impossible for you to know what you pay and more importantly what value you get.
Oath Planning is Different…
Oath Planning is lead by investment and estate planning attorneys. As attorneys and investment advisors, we are held to a fiduciary standard.
That means we must put your interests before ours, we must disclose all fees. Unlike most advisors in the industry, we are not affiliated with a broker dealer, which means we get paid no commissions or kick-backs and there are no backroom deals.
Financial planning shouldn’t be a luxury only for the wealthy. Fees should never be fuzzy. Do you even know what you pay in that old 401k, or IRA you never rolled over? Do you even know if your current advisor is getting kick-backs or commissions?
Fees make a big difference to the return your investments get. That’s why we believe in transparent fees.
Our overall fees for all the advice we give are less than the average, everyday mutual fund.
Oath Planning can coordinate your financial planning, investment management, portfolio allocation, estate planning, tax planning, asset protection, and family protection all in house.
Or, if you are currently working with other professionals, we can coordinate your planning between professionals, so that your family has the best possible plan.
Wealth and Investment Management
After years of working with clients with hundreds of thousands of dollars and those with hundreds of millions of dollars, we have seen a lot and become experts at most.
We have deep knowledge of assets types, like CDs, IRAs, 401ks, real estate, oil and gas interests, even aircraft ownership. We also have a broad understanding of business interests, corporate structure, tax planning, and insurance and risk management.
Oath Planning’s financial advisors are uniquely equipped to plan and manage your investments and wealth.
Estate Planning and Asset Protection
Few firms can match Oath’s ability to plan your estate and protect your legacy for the people you love. Oath Planning’s affiliated firm Oath Law has crafted trust and will estate plans for thousands of clients.
Oath Law knows how to plan your estate to keep it simple, so what you have worked so hard to earn and save, goes to your loved-ones with the least amount of stress, confusion, taxes, attorneys fees, and court costs.
Oath is uniquely equipped to manage your wealth and investments and to plan your estate, making sure everything works together.