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.Contact Us
Celebrating Over 24 Years of Exceptional Client Service
Welcome to Oak Partners, Inc
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Understanding the economy's cycles can help put current business conditions in better perspective.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This worksheet can help you estimate the costs of a four-year college program.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
It's easy to let investments accumulate like old receipts in a junk drawer.
Are you ready for retirement? Here are five words you should consider.
What are your options for investing in emerging markets?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
The market is as unpredictable as the weather. We’d love to help you prepare.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”