Oath Planning

A BETTER WAY TO CREATE A PERSONALIZED FINANCIAL PLAN. You deserve a plan that is specifically designed for you, your family, and your assets. Through a series of hands-on meetings, our investment attorneys and advisors integrate your financial plan with your estate plan and design a portfolio of investments tailored just for you. A SIMPLE, TRANSPARENT PLAN BASED ON YOUR GOALS. At Oath, we believe that when you understand your financial plan, you’re more likely to stick to it. In turn, you’re more likely to reach your goals. That’s why we educate our clients - to make sure you know what needs to be done for you to have the highest probability of meeting your goals. Because you deserve to know exactly what’s happening with your money. COMBINE YOUR ESTATE AND FINANCIAL PLANNING TO SAVE YOU THOUSANDS OF DOLLARS AND TONS OF TIME. Your financial planning and estate planning go hand in hand. Oath attorneys are also fiduciary advisors that can actually combine these to create a strategy to achieve your goals for a lifetime and beyond. Accomplishing both under one roof saves you time, money, and headaches. FINANCIAL PLANNING WITHOUT ALL THE GREED. The big-name Wall Street firms didn’t design financial planning to be for everyone - so we decided to change that. We strive to work with clients from all different financial backgrounds. Because you deserve to do the best you can with what you have - even if you aren’t a part of the 1%.