FREE ONLINE TRAINING:
Who is this training for?
Pre-retirees and retirees with an existing investment portfolio who are want to reduce their taxes in retirement.
When is it?
There are several dates and times to choose from. Select one that fits your schedule.
Where is it?
Online! You can watch from you computer, smartphone, or tablet. You will receive an email with the login details after you register.
How long is it?
How much does it cost?
From a young age, David knew he would like to follow in his father's footsteps, join the family business, and help his community.
David seeks to help families and individuals find peace of mind through financial security. He finds that the most rewarding part of his work is the positive change he sees in people's lives.
David joined his father at Oakmont Advisory Group in 2009.
David and his wife are proud parents of three beautiful girls and enjoy watching them grow into extraordinary young women.
Ready to transform your retirement?
Fee-based financial planning and investment advisory services are offered by Oakmont Advisory Group, LLC, a Registered Investment Advisor in the State of New Mexico. Insurance products and services are offered through Oakmont Insurance, LLC. Oakmont Advisory Group, LLC and Oakmont Insurance, LLC are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell, or offer to sell, investment advisory services to any residents of any state other than the State of New Mexico or where otherwise legally permitted. Oakmont Advisory Group, LLC and Oakmont Insurance, LLC are not affiliated with or endorsed by the Social Security Administration and do not provide legal or tax advice. The information we provide regarding tax minimization planing is not intended to (and cannot) be used by anyone paying federal, state, or local municipality taxes or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax law are subject to interpretation and legislative change and are unique to every speciic taxpayer's particular circumstances. All information and ideas should be discussed in detail with your individual advisor prior to implementation.