Our Products & Services

The financial management process at Oak Asset Management begins with an in-depth evaluation of your current financial situation.  When developing a customized financial program, we will walk you through a step-by-step process that is designed to make you feel confident in your decisions.  Once your goals have been established, appropriate strategies are customized to suit your vision and objectives.

We can help you execute a sound financial program utilizing the following products and services:

* Retirement planning - Making the most of your employer-sponsored retirement plans and IRA's.  Determining how much you need to retire comfortably.  Managing assets before and during retirement. (401(k)/403(b), IRA's)

* Tax management - Making sure you don't pay more than the law requires.  Looking for ways to reduce your current and future tax burden.

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

* Risk management - Reviewing existing insurance policies.  Recommending policy changes when appropriate.  Finding the best policy for your situation. (Annuities, Wealth Transfer)

* Education funding - Recommending investment and accumulation strategies to help pay for children's or grandchildren's educations. (529 Plans)

* 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. (Stocks, Bonds, Mutual Funds*)

As you approach each financial milestone going forward - career advancement, business, marriage, children, grandchildren, retirement, your legacy - we offer the flexibility and resources for adapting your plan and the underlying investments to reflect your changing circumstances. We will help you create a financial strategy that works for you now and at every stage of your life.

* Personalized advice for your unique and complex needs.

* Integrated solutions to meet your financial challenges.

* Ongoing monitoring of your plan and its implementations (Quarterly Rebalancing).

* Powerful tools to help you manage your investments (Quarterly  Performance Reports) 

* Leading-edge technology for account access and evaluation on a daily basis.




Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck