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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

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Retiring the 4% Rule

Retiring the 4% Rule

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

Apps That Help Achieve Goals

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

 

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

What to Look for in Personal Finance Apps

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Contributing to an IRA?

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

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Rightsizing for Retirement

What does your home really cost?

Safeguard Your Digital Estate

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

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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