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
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
What’s the deal with your yearly free credit report?
What kind of auto insurance should you have? Do you know?
Understanding the types of long-term-care services—and what those services could cost—may be critical.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How does your ideal retirement differ from reality, and what can we do to better align the two?
It's easy to let investments accumulate like old receipts in a junk drawer.
The average retirement lasts for 18 years. Are you prepared to fill that many days?