Helping Make Your Dream Retirement a Reality
with Oak Harvest Retirement Planners and Financial Advisors
Our Financial Advisors and Retirement Planners do more than just manage your investments. We build custom plans designed to reduce risk, increase income and help you pay less tax.
Oak Harvest's advice combines our institutional-grade investment management experience for retail clients with detailed financial, tax, and retirement planning. It's Investments + Planning that can make us a better fit for you.
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Investment Management Combined with Financial and Tax Planning
Oak Harvest's proprietary Retirement Success Plan provides much more than just an investment strategy and stock picks. We deliver holistic advice. And rather than try and fit you into a box, we build the box around you. Your plan includes not only an investment strategy, but also an income plan, tax plan, and other elements such as health care planning, long-term care, and estate planning.
This additional planning can potentially result in hundreds of thousands of dollars in additional value over the course of time, depending on your circumstances.
Oak Harvest Retirement Success Plan
- 1. Investment and Risk Management
- 2. Income and Withdrawal Planning
- 3. Tax Planning
- 4. Health Care Planning
- 5. Estate Plan
- 6. Frequent Monitoring, Reviews, and Communication
Institutional Experience for Retail Investors
We believe individuals and families should have access to the same type of investment professional as even the largest hedge fund or private equity firm. That's why our investment team leadership is made up of investment professionals with years of institutional experience. We look to make sure that the money you've worked hard to earn is managed by a team with dedication and skill in implementing multi-asset strategies across all levels of risk/reward potential, with deep access to top-quality research, data and tools.
What Services Do We Provide?
Portfolio Management
Investing for growth while maintaining a focus on managing risk can be critical to long term success in retirement. Using our Investment Team's institutional background and portfolio management experience combined with our tailored planning process, we target helping you achieve your long-term investment goals without taking on undue risk. We provide a consistent strategy with consistent execution, and help you maintain discipline throughout all market environments.
Financial Planning
Most firms advertise financial planning. We live it. You'll have 24-hour access to your financial plan that includes real-time updates as markets change. You'll have frequent conversations and analysis regarding the how various decisions you have to make impact your plan. Professional, experienced planners and tax specialists are here to guide your decision-making.
Tax Planning
Taxes are complex and everyone's situation is unique. Ignoring taxes in a financial plan often means leaving significant amounts of money - hundreds of thousands of dollars or even more for some families - on the table. Knowing that taxes are being evaluated with your investment portfolio AND financial plan for the short-and long-term provides a foundation for lasting, trusted and powerful relationships.
Our Team Drives Our Firm's Success
When you work with dedicated professionals who care about your well-being, it can help give you confidence and peace of mind. We focus on building a culture that supports our commitment to providing unparalleled service that puts clients' interests first.
Core Values
Our core values guide our efforts to take your vision for retirement and bring it to life through a caring, thoughtful and professional experience.
- Do unto others as you would have them do unto you
- Be of service
- Be transparent and honest in all dealings
- Always place the client’s interests ahead of our own
- Place our core values and principles above profits
- Provide value beyond expectations
- Operate independently and passionately
- Give back to the community with both dollars and time
Our Financial Advisors are ready to help you...
THE RETIREMENT INCOME SHOW
Listen to our radio show hosted by Troy Sharpe at 12 p.m. every Sunday on 740 AM Newsradio 740KTRH.
YOUTUBE RETIREMENT CHANNEL
Plan for your retirement more effectively, through informative case studies on challenges faced by people just like you.
Location and Contact Information
Headquarters
920 Memorial City Way, Suite 150, Houston, TX 77024
Talk to a team member
Have a question? Call us and let a team member help you find an answer.
Schedule a FREE Consultation
Schedule a FREE consultation with a Financial Advisor.
