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
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
The tax rules that govern donating art are complex and confusing. Take a closer look.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are three things to consider before dipping into retirement savings to pay for college.
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.
Taking your Social Security benefits at the right time may help maximize your benefit.
What if instead of buying that vacation home, you invested the money?
A special needs trust helps care for a special needs child when you’re gone.