Financial Planning

Built for you.
Financial Planning

We find there is no better way to get to know our clients than by building a comprehensive financial plan with you. The process of building the plan, from the first steps of building your unique financial profile to dicussing your goals, allows you and us to get to know each other more completely.   

"Make use of time, let not advantage slip."
William Shakespeare

Why Us

  • Comprehensive Approach
  • Personalized Service
  • Long-Term Focus
  • Customized Portfolios
  • Disciplined Investing
  • Limited Taxes

Harnessing the capabilities of Right Capital planning software

We use Right Capital's planning software to design your financial plan. This web-based software allows you to see the exact same information as us, enabling better collaboration and access to modeling tools to explore potential outcomes to various scenarios.  Can you retire in 5 years? Should you take social security now or at age 70? What happens if you live longer than you were expecting?  How much should you be saving?  

© OAK FAMILY ADVISORS, LLC.   Form CRS   |   ADV   |   Disclosures
Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to
Powered by AdvisorFlex.