Subscription Based Financial Planning

Exclusive for CPSA Members


 

 

Did you know that the vast majority of Americans don’t have a dedicated financial advisor to help them through life’s toughest challenges?

They may feel they don’t have the financial resources or are unsure who they can turn to for guidance. At OakCrest Capital, we believe that investment and financial advice should be available to everyone.

To achieve this, we’ve developed a model to help individuals take control of their financial health and get support in creating a plan for their future. We’ve put together subscription-based plans that allow clients to start simple and adapt as their lives and financial situations become more complex.

 

All of our subscription plans help clients get organized on one financial platform so that their complete financial picture is available at their fingertips. 

 

  • We assist them in this process of aggregating their financial accounts on one site that can be updated daily via mobile device or computer
  • We help them efficiently track expenses and investments
  • We provide an online document storage vault and monthly videos and newsletters to keep clients updated on the economy, the markets, and landscape shifts
  • And most importantly, we provide one-on-one support and advice with their OakCrest team
  • The Oakcrest team is available to listen and collaborate to design a customized plan– from basic budgeting or cash flow discussions to ‘what if’ scenarios– our experienced team can help address clients financial aspirations and concerns

 

We offer exclusive, discounted rates just for CPSA members. View our planning subscriptions below:

$100 initial fee
$39
Per month

Regular rate: $150 initial fee; $50/month

Included in the Starter Plan:

  • Get financially organized on our online client portal
  • Aggregate and see all your financial accounts in one place
  • 24/7 access on your mobile device
  • Track your spending
  • Secure online document storage
  • Monthly educational videos
  • Professional support team
  • One webinar call with team per year to discuss your financial challenges and issues

Starter membership

$150 initial fee
$69
Per month

Regular rate: $200 initial fee; $100/month

Includes everything from the Starter plan, plus:

  • Build a personalized plan with an advisor
  • Digital financial plan
  • Debt repayment planning
  • Budget creation
  • Advice on saving for major purchases
  • Personal goal discovery
  • Two webinar calls per year to discuss your financial challenges and issues
$250 initial fee
$149
Per month

Regular rate: $300 initial fee; $250/month

Includes everything from Beginner plan, plus:

  • Assigned to lead financial advisor with Certified Financial Planner™ certification
  • Retirement savings projections
  • Retirement income planning projections
  • Risk tolerance analysis
  • Insurance analysis
  • Estate plan review
  • 401(k) review and recommendations
  • College planning
  • Asset management discount at OakCrest Capital, LLC
  • Three webinar calls per year
$250 initial fee
$349
Per month

Regular rate: $700 initial fee; $450/month

Includes everything from the Intermediate plan, plus:

  • Planning collaboration with your attorney and accountant
  • Tax planning
  • Business planning
  • Business structure planning (LLC/corp/K1 strategies)
  • Additional asset management discount at OakCrest Capital, LLC
  • Four webinar calls per year

 

 

Sign up for a financial planning package today using the Code CBA10


 

Registered Representatives of Cambridge Investment Research, Inc., Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA and SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge, OakCrest Capital, LLC, and Corporate Benefits of America, LLC, are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AR, AZ, CO, FL, GA, IL, IN, KS, KY, LA, MA, MI, MO, NC, OH, PA, SC, TN, TX, and WI. No offers may be made or accepted from any resident outside the specific states referenced. If you reside in a state other than those listed above, contact us for availability. Check out the background of this investment professional on FINRA’s BrokerCheck.

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820 West Jackson Boulevard,
Suite 805 Chicago, Illinois, 60607 
admin@cbaplan.com
1-866-729-5454