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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.

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Helpful Content

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Healthcare Costs in Retirement

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A Look at Diversification

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Mutual Funds vs. ETFs

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How Compound Interest Works

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Using smart management to get more of what you want and free up assets to invest.

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The Fed and How It Got That Way

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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