Broker Check
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.

Contact Us

Email Us

Celebrating Over 25 Years of Exceptional Client Service

 

Welcome to Oak Partners, Inc

Helpful Content

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

 

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

“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.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

View all articles arrow

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Can I Refinance My Mortgage?

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Rightsizing for Retirement

What does your home really cost?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

View all videos arrow