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
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
One way to find money is to examine your current spending habits and eliminate money wasters.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Four vacation destinations you might never have thought of.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
To choose a plan, it’s important to ask yourself four key questions.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
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.
Making the most of surprises is a great reason to work with us.
A special needs trust helps care for a special needs child when you’re gone.
Why are 401(k) plans, annuities, and IRAs so popular?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What is your plan for health care during retirement?
There are three things to consider before dipping into retirement savings to pay for college.