From investment strategies to retirement preparation, our financial planning services are designed to secure your present and future wealth.
Navigate the intricacies of tax, estate, and income planning with our expert guidance, ensuring your legacy and financial health are preserved for generations to come.
Protect your wealth with Oculus Financial Group’s tailored asset protection strategies. We shield your assets from potential risks, ensuring your financial legacy remains secure, allowing you to focus on growth.
Why do we do what we do, you may ask? Simple. We have a passion to educate those about finance and money that would otherwise not have the opportunity or patience to learn. We want to share our journey with you so you can become successful in what you are passionate about and motivate you to achieve your goals.
We aspire to give back to our communities in many ways; by providing complimentary financial advice to our youth and volunteering our time and resources to local organizations for the betterment of each family and business in our community. We shop and buy local to help our businesses and communities grow and thrive. Some of us at Oculus have served our country, now it is time for us to serve you.
Joining Oculus means becoming part of a community with expansive horizons. Together, we foster growth and learning, enriching our collective future and contributing to societal well-being.
Oculus is your gateway to a brighter financial future. We tailor opportunities to your unique aspirations, guiding you towards new horizons with expert precision and care.
At Oculus, we craft strategies as unique as your viewpoint. Our diverse expertise ensures your financial outlook is both broad and clear.
Oculus is more than financial guidance; it's a beacon of clarity and trust. We illuminate your financial journey with transparency and dedication, ensuring every step is taken with confidence.
Let's start a conversation about your financial future. Connect with us today and embark on a journey towards a secure and fulfilling tomorrow.
Securities offered through Kestra Investment Services, LLC. (Kestra IS), member
FINRA/SIPC. Investment advisory services offered Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Oculus Financial Group is not affiliated with Kestra IS or Kestra AS.
www.kestrafinancial.com/disclosures
156 Diablo Road, Suite 210,
Danville, CA 94526
765 Baywood Drive, Suite 336,
Petaluma, CA 94954
707-230-6525
oculus@oculusfg.com
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