Financial Planning for Wealthy Individuals

At Oracle, we understand that it takes time to get to know you well enough to determine a financial strategy that will reflect your unique needs and preferences. Oracle’s financial planning group uses a unique team-based analytical planning process to develop a highly detailed, strategic and specific plan for each client. While a financial plan can be useful as a snapshot of where an individual stands in achieving his or her financial goals, its real value lies in conscientious consideration of and action on the recommendations contained in the plan.

Considerations When Selecting a Financial Planning Firm

In selecting a financial planning firm, we believe that you should evaluate its objectivity, the quality of the relationship, and the ability of the planner to help you prioritize and implement the plan recommendations.

Oracle has no proprietary products or services as part of our planning recommendations.
You will work with a senior, experienced and credentialed financial planner. Each planner has access to specialists in key areas of planning. Your planner will individually craft your plan so that you receive thorough and appropriate recommendations. We take the time to show you how the components of the plan work together to help you achieve your goals.
We work together with you after the initial plan is presented through regular meetings and on-call support. We will help you implement recommendations that we believe will have significant impact on your long-term financial health. We will provide advice if unanticipated opportunities or challenges arise, as they often do. We update our clients’ plans to reflect changes in their situation and to provide current recommendations as tax and planning strategies evolve.

We work together with you to maximize the investment of time you make in reaching your financial goals. If you are interested in receiving personal attention and the time and care it takes to generate a financial plan tailored to your unique situation in life, Oracle may be ideally suited to meet your needs.

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