Our Welcome Videos
Please watch our brief welcome video.
About Oak Partners
Please watch our introduction to Oak Partners video.
Celebrating 20 years of exceptional client service in 2013.
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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Couples may be able to head off many of the problems in a marriage that money can cause.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Smart investors take the time to separate emotion from fact.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Have you explored all of your choices when it comes to managing your taxable income?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A bucket plan can help you be better prepared for a comfortable retirement.