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.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
One way to find money is to examine your current spending habits and eliminate money wasters.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Understanding the economy's cycles can help put current business conditions in better perspective.
There are ways to improve your physical fitness without denting your fiscal fitness.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
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 smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Here are five facts about Social Security that might surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?
Recent changes in estate tax laws could affect the strategy you have in place.
Three things to consider before dipping into retirement savings to pay for college.
The decision whether to buy or rent a home may have long-term implications.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.