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
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Four vacation destinations you might never have thought of.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
To choose a plan, it’s important to ask yourself four key questions.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Taking your Social Security benefits at the right time may help maximize your benefit.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Around the country, attitudes about retirement are shifting.
The market is as unpredictable as the weather. We’d love to help you prepare.
You’ve made investments your whole life. Work with us to help make the most of them.