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
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Understanding how capital gains are taxed may help you refine your investment strategies.
These food myths will really put a drain on your wallet.
What does the Tax Reform and Jobs Act mean for you?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
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.
It's easy to let investments accumulate like old receipts in a junk drawer.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you have causes that you want to support with donations? Here are three tips.
Understanding the cycle of investing may help you avoid easy pitfalls.
The decision whether to buy or rent a home may have long-term implications.
Even low inflation rates can pose a threat to investment returns.