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Social Security: By the Numbers To Buy or Not to Buy Rightsizing for Retirement Exit Strategies of the Rich and Famous

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.

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Welcome to Oak Partners, Inc

Helpful Content

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

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Should You Choose a Fixed or Variable?

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Social Security: The $64,000 Question

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Assess whether you are running “in the black” or “in the red” each month.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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This calculator can help you estimate how much you should be saving for college.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Using smart management to get more of what you want and free up assets to invest.

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There are some smart strategies that may help you pursue your investment objectives

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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Learn how to harness the power of compound interest for your investments.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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