Broker Check

Financial Planning

Our process of financial planning empowers you to pursue your goals and your dreams. We at Oak Wealth Management set out to understand you, your situation, and where you want to go. We develop action plans with concise steps for reaching your financial destination.

We also explore the various components in your established investment strategy to ensure you’re moving in the right direction. We mix into the equation sometimes overlooked but vital investment factors, such as inflation and return rates, to gauge the rate of movement to the future you envision.

We continue to monitor your portfolio to ensure it remains in sync with market variations and changes in your lifestyle or priorities. We make adjustments as your financial life evolves along your journey.

We use innovative, sophisticated financial planning software to construct and shape your wealth management strategy.

The result of this intensive process is a comprehensive plan that incorporates all aspects of your life and creates a financial “roadmap” to your future. The process helps identify and answer important questions:

  • Do you have enough money saved?
  • Will you be able to pursue the retirement life you envision?
  • Are you confident your portfolio is adequately diversified to weather a turbulent market?
  • How will market fluctuations affect your plan?
  • How can you minimize your tax burden for your beneficiaries?

These are some of the questions we can help you resolve so that you can achieve a more comfortable and prosperous future.

Investing involves risk. No strategy assures success or protects against loss.