Plan for more.

The Union of Financial & Estate Strategies:
Boundless Peace
of Mind

Free Email Lesson

You may already have retirement, financial, and estate plans in place, but how can you be sure that these plans work together to help you achieve the best results?

And how can you be certain that your current plans don’t conflict with one another?

In this email lesson, we’ll educate you on how you can create a singular, holistic plan that covers all the bases and works to provide you with the best results possible.

Request Free Email Lesson

Check your email for the first lesson.
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Here's what you'll learn:

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How working with a fiduciary financial advisor and an estate planning attorney can save you time, money, and headaches
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Why it’s essential to have all your planning done under one roof
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A real example of how one person achieved peace of mind with this perfect union

Join the thousands who are learning to plan with Oath.

“ knowledgeable and personable, and not only were many of my questions answered, but I was shown solutions.”

—Margaret N.

Happy Oath Law Customer
For Everyone
Happy Oath Law Customer

About the Author

Rod Yancy is the Founder and CEO of Oath. He's an estate planning and investment attorney who believes planning is for everyone—not just the wealthy. That's why he's passionate about educating people on how they can protect and grow the things they've worked hard to earn.

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