Edward Jones - Financial Advisor: Sandra Rasmussen
Investing
Why pick this one
Oak Crest Wealth Management offers individualized financial planning, retirement planning, and asset management through offices in Bentonville, Little Rock, North Little Rock, Grove, and Jay.
Best for
- individuals building savings during peak earning years
- families planning for college through 529 plans and financial aid options
- retirees transitioning from employment income to retirement income
- business owners planning employee benefits, succession, or exit strategies
- clients seeking ongoing adjustments to a long-term financial plan
Specialties
- investing principles and strategies
- retirement investing and distribution strategies
- 529 college savings plans
- business succession and exit strategy planning
- tax-efficient portfolio planning
Certifications
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Accredited Asset Management Specialist
- FINRA Series 7 registration
- FINRA Series 66 registration
- FINRA Series 24 registration
- LPL Financial affiliation
What makes them different
- Four-step process covering introductory meetings, preliminary planning, detailed planning, and ongoing support
- Financial planning is adjusted as clients' goals and life circumstances change
- LPL Financial provides investment product access, account-view technology, statements, tax forms, and compliance support
- Team-based advisory model across offices in Arkansas and Oklahoma
- Client plans address financial goals, risk tolerance, timelines, and potential income-loss risks
- Serves
- Bentonville, Little Rock, North Little Rock, Grove, Jay
Distilled from this business's own website.
Contact & Location
- Address
- 416 W Mountain St Ste A, Kernersville, NC 27284-2534
- Phone
- +13369960230
- Website
- https://oakcrestwm.com
- service@oakcrestwm.com
Services
- financial planning
- retirement planning
- estate planning
- charitable giving
- asset management
- insurance planning