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
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
A look inside the U.S. government's statistics on household net worth.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Bonds may outperform stocks one year only to have stocks rebound the next.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Have you found yourself suddenly single? Here are 3 steps to take right now.