Financial Planning

family at park

The Seven Summits Group can help you navigate life’s financial decisions

The Seven Summits Group of Oppenheimer & Co. Inc. can provide expert guidance and support to help you achieve your financial goals. From assessing your current financial situation to crafting a personalized plan, ensuring that every aspect of your financial life is aligned with your objectives. Whether you’re planning for retirement, managing concentrated stock, or navigating complex tax and estate issues, we provide ongoing support.

Below are some areas of focus we’ll consider as we approach the starting line.

Stock display on digital screen

Finances

Finances

  • Investments
  • Income Planning
  • Social Security
  • Budgeting
  • Tax Management
  • Debt Management
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  • Investments
  • Income Planning
  • Social Security
  • Budgeting
  • Tax Management
  • Debt Management
Bar charts on digital screen

Life Planning

Life Planning

  • Retirement
  • Education Savings
  • Business Planning
  • Employer Benefits
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  • Retirement
  • Education Savings
  • Business Planning
  • Employer Benefits
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Protection

Protection

  • Insurance
  • Contingency Planning
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  • Insurance
  • Contingency Planning
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Your Well-Being

Your Well-Being

  • Health Care
  • Medicare
  • Long-Term Care
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  • Health Care
  • Medicare
  • Long-Term Care
Legacy

Legacy

  • Gifting
  • Trust Planning
  • Estate Arrangement
  • Charitable Arrangements