About
OCM is an independent fiduciary fee-based planning firm that helps their clients spend their money and manage risk in retirement.
Your retirement journey features many stages: proper planning, accumulating wealth, and retirement. Consider each stage as if you were competing in the Vendee Globe: a 29,000 mile solo, unassisted sailboat race around the world. To succeed, you must diligently prepare, acquire the tools to effectively manage the voyage, and then, seek guidance on how to complete the race. Sailing the world’s most dangerous oceans is no easy feat, the real risks occur when sailors must adapt to changing sea condi...
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Services
Retirement exit strategies
Retirement tax strategy
Retirement income planning
Investment planning
Charitable planning
Legacy & Inheritance planning
Complete money management
Contact
Current Hours
- Sun CLOSED
- Mon 9:00 AM - 5:00 PM
- Tue 9:00 AM - 5:00 PM
- Wed 9:00 AM - 5:00 PM
- Thu 9:00 AM - 5:00 PM
- Fri 9:00 AM - 5:00 PM
- Sat CLOSED
-
Mon 9:00 AM - 5:00 PMOPEN NOW
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Detailed Information
- Location TypeHQ
- Opening Date2018
- Annual Revenue Estimate$100,001 to $500,000
- SIC Code show
- Employees5 to 9
- Contactsshow
- CEO John Oxley
- Email [email protected]
- Investment Advisor Representative Shane Scott
- Email [email protected]
- Office Admin Trish Valencia
- Email [email protected]
- Stock/Options Specialist Ted Friell
- Email [email protected]
- Life Insurance Planning Consultant Pamela Kopp
- Email [email protected]