Our Services

At Oak Partners Inc., we provide assistance in the following areas:


• Retirement planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you may need to retire comfortably. Managing assets before and during retirement.

• Investments - Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals. 

• Tax management - Helping make sure you don't pay a penny more than the law requires. Looking for ways to reduce your current and future tax burden. Referring you to qualified tax specialists.

• Estate planning - Reviewing your wills and trusts. Preserving your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors. 

• Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.