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
The Business Cycle
How will you weather the ups and downs of the business cycle?
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Don’t overlook the need for renter’s insurance if you rent your home.
Military families face unique challenges, making personal finance even more critical.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
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.
How federal estate taxes work, plus estate management documents and tactics.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How do the markets usually react to elections? Was the 2016 election any different?
A special needs trust helps care for a special needs child when you’re gone.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Women must be ready to spend, on average, more years in retirement than men.