Custom ConsultationInterested in working together, but educational hours may not be enough for what you have in mind? Fill out the info below and an experienced Ockham Member will be in touch shortly. Nombre * First Name Last Name Correo electrónico * Teléfono (###) ### #### Interested in: * Select the category that best describes your topic of interest for a deep dive. Life Stage ---------- Retirement Planning ---------- Children's higher education ---------- Managing family finances ---------- Setting up trust and wills Investing ---------- Investment strategy development ---------- Investment portfolio assessment & optimization ---------- Understanding & applying investment techniques Businesses ---------- Acquiring a business ---------- Starting a business ---------- Accounting services ---------- Business operations ---------- Financial operations ---------- Tax planning Real Estate ---------- Rental property acquisition & management ---------- House flipping ---------- Fractional ownership ---------- Acquiring a secondary home Other Mensaje * Privacy * In order to respond we need to store and process your personal data (name, email and phone). We need your consent to store your personal data. It will only be used for this purpose. We are committed to protecting and respecting your privacy. Please click on the I agree option below. You can review our Privacy Policy. I agree to allow Ockham Finance to store and process my personal data ¡Gracias!
