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
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Calculating your potential Social Security benefit is a three-step process.
Why have the markets been so volatile recently?
Tax preparation may be the perfect time to give the household budget a check-up.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
When should you take your Social Security benefit?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What is your plan for health care during retirement?
There are three things to consider before dipping into retirement savings to pay for college.