OUR MISSION IS TO CREATE
FINANCIAL CLARITY TO MAKE CONFIDENT DECISIONS.
WORKING TOGETHER TOWARDS
WHERE ARE YOU GOING?
We'll ask you some questions to determine what you want to accomplish. Then, we'll design a plan to help you reach each one of your goals.
WHERE ARE YOU RIGHT NOW?
Your plan is as unique as you. Knowing where you stand now helps determine where we should get started
BENEFIT FROM RELATIONSHIP AND TECHNOLOGY
Most high achieving people have some of a coach to keep them on their path. We combine that relationship and technology to monitor progress and hold each other accountable
Our mission is to bring financial clarity to your life. Having a financial plan doesn't have to be a difficult process. We will hold your hand through the process to help ensure daily life doesn't get in the way of your long-term goals.
WHAT DO YOU WANT?
Knowing what you want is the first step. Early retirement? Travel the world? Play with grandkids?
WHERE ARE YOU NOW?
Knowing where your start line is crucial in determining your first steps to the finish line.
BRIDGE THE GAP
This is the plan. Once we know the gap, we can work toward taking the most efficient steps to get to your destination.
REVIEW AND ADJUST
Plans change. Constantly. We are here to hold your hand through all the twists and turns of your planning process.
MEET THE TEAM
Jeremy Keating, MBA
Director of Operations
Client Relationship Manager
FREQUENTLY ASKED QUESTIONS
Getting to know Oakmint
Who is Oakmint
Oakmint is an indepent financial advisory firm. We provide complete financial planning for clients located in different states around the country. We work both online and through in-person meetings. We operate in a Fiduciary capacity, putting our client's best interests first.
How do fees work?
Oakmint charges account management fees in accordance with Fiduciary guidelines. Our fees are stated annually, but typically charged on a quarterly basis (1/4 of annual fee). Our fee structure includes all services we provide, in addition to asset management. We offer, income planning, tax planning, asset protection, debt management and estate planning.
How is Oakmint different
Oakmint blends old school traditional financial planning with new school technology. Our relationshiops are based on trust and offering advice based on our client's best interest. We comprehensively look at our client's financial lives. We've found over time that a typical new client doesn't have a plan, just pieces to a plan that haven't been put together.
How safe is your money?
Oakmint offers advice as a fiduciary, and we help you manage your money. We do this work as two legal entities—Arbor Point, LLC, which is an SEC-registered investment advisor, and Securities America, an SEC-registered broker-dealer, regulated by FINRA. Your money is protected through Securities America's membership in SIPC, insuring investors up to $500,000 (including $250,000 in claims for cash). Note that SIPC does not protect against market loss or market changes in your account. Learn more in SIPC’s explanatory brochure.
What solutions does Oakmint offer?
We are an independent advisory firm. We can choose our custodian relationship based on our investment recommendations we feel are most suitable for you. We are able to offer stocks, bonds, mutual funds, exchange traded funds, index funds, CD's, annuities, life insurance, real estate investment trusts and most other investment categories. Certain investments require additional qualifications based on net worth and income.
How do I move my money to Oakmint
There are two primary ways to move money to Oakmint
What type of accounts does Oakmint offer?
Who do I call for help?
At Oakmint, we work as a team. Your advisor's job is to provide you with the best possible advice to suit your situation. With all the moving parts there are bound to be a number of questions that come up such as: requesting distributions, transferring accounts, establishing additional accounts, changing an address, updating a beneficiary, etc. For these types of requests, our client service team is happy and able to support. You will have a consistent voice you will also establish a relationship with on the service side of your account, but for any questions regarding planning or advice on your account you would be directed to your advisor.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
Registered Representatives offer securities through Securities America, Inc. Member FINRA/SIPC. Financial advisors offer advisory services through Arbor Point Advisors. Oakmint, Arbor Point Advisors and Securities America companies are unaffiliated. CA Insurance Licenses: Jeremy Keating #0E28476
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Securities America and its representatives do not provide tax advice; therefore it is important to coordinate with your tax advisor regarding your specific situation