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
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Can you keep up with your children’s mobile slang?
One of the most common questions people ask about Social Security is when they should start taking benefits.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
What kind of auto insurance should you have? Do you know?
It's important to understand how inflation is reported and how it can affect investments.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
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.
Using smart management to get more of what you want and free up assets to invest.
Do you know these three personal finance sayings?
A special needs trust helps care for a special needs child when you’re gone.
It's easy to let investments accumulate like old receipts in a junk drawer.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here’s a crash course on saving for college.
How will you weather the ups and downs of the business cycle?