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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Our Mission Statement

Our mission at Oakcrest Investment Services is to guide our clients toward financial independence through planning. We build long-term relationships with every client to serve as their trusted and knowledgeable advisor. We accomplish these goals through education, training integrity, and outstanding client service. We provide comprehensive investment planning, making sure your wealth continues to work in support of the goals you have established. Such planning is not a single event – it is a process. As your life circumstances change, so must your investment strategies. We work with you one on one to design investment strategies targeted to your specific needs and goals.