Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves looking closely at potential retirement-income sources.Learn More
An essential element to help you analyze your current situation, define your desired outcomes, and map out your financial future.Learn More
Understand your needs, wants and long-term goals then develop, implement and monitor a strategy designed to address your individual situation.Learn More
Partnering With You to Pursue Your Financial Goals
Knowledgeable, trustworthy and caring are a few words that describe the advisors at Oak Wealth Management. We look out for your best interests while working with you to build a lasting relationship as we assist you on your journey of pursuing your financial goals.
Our comprehensive retirement planning advice and guidance for individuals, families and business owners begins with our consultative approach. We are dedicated to assisting you pursue:
- Preserving, growing, and managing your wealth
- Preparing for retirement and unexpected events
- Developing a legacy to benefit loved ones and future generations
Our planning process begins with listening to you and analyzing your situation, goals and objectives before developing strategies designed to assist you in working towards your goals. Following the implementation of your plan, we monitor your progress toward your goals with periodic reviews to help you stay on course.
As your financial partner, we respond to your needs using clear, simple language. We pledge to lead you with great care along the path to pursuing your goals.Contact Us
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Lifestyle considerations in creating your retirement portfolio.
To choose a plan, it’s important to ask yourself four key questions.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How will you weather the ups and downs of the business cycle?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When do you need a will? The answer is easy: Right Now.
Would you guess that Millennials are effectively saving for retirement? Well, they are.