Financial Goals | Petaluma CA | Oculus Financial Group

Dedicated to Your Success

IT'S NOT JUST A STRATEGY. IT'S PERSONAL.

We are committed to helping you provide a worry-free life balance with outstanding service to meet your financial goals.

Lets Talk

Dedicated to Your Success

Our Services

We take a holistic approach in helping you develop a strategy to address your financial goals, objectives, and anything life brings your way, using the most efficient methods available.

No one strategy fits everyone, whether you need opinions from several sources with diverse backgrounds, education, and experience or a one-on-one, hands-on approach to walk you through viewing your account online for the first time; You will always get our undivided attention from planning to execution to follow through.

Investment

Create an investment strategy that's right for you.

Retirement

Steps to consider, to pursue the retirement you want.

Estate

Manage your affairs during your lifetime and beyond.

Family

We look forward to helping you and your loved ones explore their financial goals.

A Unique Approach

We are a process-driven firm, not a product-driven one. We craft individualized strategies for each and every one of our clients.

Experienced Professionals

We have decades of experience in the financial services industry and have a team of support backing us.

A Comprehensive Approach

We provide comprehensive wealth management for all.

Our Resources

We have built our firm around helping our community’s business owners and professionals plan for their futures. We understand the unique questions you may have.

A Unique Approach

We are a process-driven firm, not a product-driven one. We craft individualized strategies for each and every one of our clients.

Experienced Professionals

We have decades of experience in the financial services industry and have a team of support backing us.

A Comprehensive Approach

We provide comprehensive wealth management for all.

Our Resources

We have built our firm around helping our community’s business owners and professionals plan for their futures. We understand the unique questions you may have.

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Learn More

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

Learn More

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Learn More

Tell Us How We Can Help You Today

Name

Email

Address

Phone

Question

Thank you!

Oops!