Wealth & Retirement Planning
We work with you to create a personalized roadmap designed to guide you through life’s milestones.
Welcome to Oak Partners, Inc. where we strive to be your most trusted advisor through our professional knowledge, our integrity and our total commitment to service.
At Oak Partners, we provide comprehensive investment consulting services with the goal of increasing our clients’ wealth and protecting their financial future through professional guidance and a personalized investment strategy. We believe that investing in today’s markets requires discipline, knowledge, and professional experience, and our clients trust us to deliver prudent advice and help maximize their returns.
Our site is designed to educate you about the basics of financial planning, give you insight into our investing philosophy and unique methods, and to provide easy access to market performance data. We hope that you will find these resources useful and will visit often.
Celebrating Over 25 Years of Exceptional Client Service
Welcome to Oak Partners, Inc
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
It's important to make sure your retirement strategy anticipates health-care expenses.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
One way to find money is to examine your current spending habits and eliminate money wasters.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There’s an alarming difference between perception and reality for current and future retirees.
With alternative investments, it’s critical to sort through the complexity.
Here are five facts about Social Security that might surprise you.
A special needs trust helps care for a special needs child when you’re gone.
You’ve made investments your whole life. Work with us to help make the most of them.
Why are 401(k) plans, annuities, and IRAs so popular?