Oakmont Financial

Together Scott & Michelle Harris founded Oakmont Financial Group in 2006.  They envisioned providing clients with a higher level of service and created an independent firm in order to sustain individualized attention and response.  Scott wanted to offer a diverse assortment of investment options to meet the needs of his clients.  The following year, Michelle … Continued

Work Optional

What’s Your Work Optional Date? WorkOptional was founded on the deep-seated belief that financial freedom is not some distant dream but an achievable reality for everyone, regardless of their beginnings. We are excited to announce WorkOptional is now part of the Larson family of companies. This strategic alliance is an incredible opportunity for us to … Continued

Indianapolis

Services Our Process Clients Contact Advisors at this Branch How we Serve Market Turmoil.  Global upheaval.  Conventional wisdom has failed.  It’s time for an alternative approach to building and protecting wealth that puts the investor first. BUILDING AND PROTECTING YOUR PORTFOLIO Rule #1: Create a wealth accumulation strategy that reduces risk and aligns with your … Continued