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
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Tax preparation may be the perfect time to give the household budget a check-up.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Are you ready for retirement? Here are five words you should consider.
Here is a quick history of the Federal Reserve and an overview of what it does.
There are hundreds of ETFs available. Should you invest in them?
A bucket plan can help you be better prepared for a comfortable retirement.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.