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.
Celebrating Over 25 Years of Exceptional Client Service
Welcome to Oak Partners, Inc
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
An Arm and a Leg
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.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Do you have an estate strategy? You should.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
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
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A special needs trust helps care for a special needs child when you’re gone.
Here are five facts about Social Security that might surprise you.
It's easy to let investments accumulate like old receipts in a junk drawer.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.