Our Welcome Videos
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About Oak Partners
Please watch our introduction to Oak Partners video.
Celebrating 20 years of exceptional client service in 2013.
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.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Is your estate in order? This short quiz may help you assess your overall strategy.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Three things to consider before dipping into retirement savings to pay for college.
What if instead of buying that home, you invested that money?
How will you weather the ups and downs of the business cycle?
Are you ready for retirement? Here are five words you should consider.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.