Oak Harvest Financial Group

  Financial Advisor Houston We are an investment management and  Financial advisor Houston  Texas. Welcome to our November 26 YouTube, stock talk “keeping you connected to your money”. For the better part of 18 months, a number of equity strategists and bearish   tilting financial commentators on TV and in newsletters have parroted the same mantra. The stock market is “expensive”, overpriced and approaching a top. I heard that into the summer of 2020 as we began to recover from the initial wave of Covid. The S&P500 was around 3400 back then. I hear the exact same thing again into and out of the Presidential election in November of 2020. The S&P 500 was about 3500 into the election and closed the year around 3750. The same group of commentators were parroting how the Delta covid virus wave 2 would stop consumer spending in the USA and the stock market would drop 10–20% because of it, just this past July 4th. That was with the S&P 500 up to 4350, which at t...

  Financial Advisors Houston - Entrust your financial security to folks with in-house experts committed to wealth stewardship, asset protection planning, and putting your interests first. Our Houston office Financial Advisors first help you answer some vital questions about you, your retirement vision, and your situation. Then they know how to better use your assets towards achieving goals like maximizing your income and total wealth, paying the least taxes possible, and adjusting your legacy. Then they tailor and integrate these strategies and solutions around you, your needs, and your dreams — crafting an easy-to-understand, comprehensive and powerful retirement, wealth management, and legacy plan. Contact us for yours at 281-822-1350, or reach out on our website: https://oakharvestfg.com

  Financial Advisors Houston - Entrust your financial security to folks with in-house experts committed to wealth stewardship, asset protection planning, and putting your interests first. Our Houston office Financial Advisors first help you answer some vital questions about you, your retirement vision, and your situation. Then they know how to better use your assets towards achieving goals like maximizing your income and total wealth, paying the least taxes possible, and adjusting your legacy. Then they tailor and integrate these strategies and solutions around you, your needs, and your dreams — crafting an easy-to-understand, comprehensive and powerful retirement, wealth management, and legacy plan. Contact us for yours at: 281-822-1350, or reach out on our website: https://oakharvestfg.com

WHY OAK HARVEST National Social Security Advisor There are many ways to elect Social Security and integrating this decision into your overall retirement plan is a critical component of income planning. Making the right decisions surrounding Social Security planning and implementation can put additional dollars in your pocket. Accredited by the Institute for Credentialing Excellence, the National Social Security Advisor (NSSA ® ) program is the only accredited Social Security certificate program in the country. The knowledge obtained through the NSSA ®  Certificate Program, in conjunction with adherence to the NSSA ®  standards of excellence, continuing education and access to ongoing support, enables those who earn the Certificate to provide their clients with valuable knowledge and potential action advice. Investment Advisers that earn the Certificate have the ability to benefit society by helping individuals and couples have more financial security through their retirement y...

  WHY OAK HARVEST Oak Harvest Path Any good journey starts on the right path. At Oak Harvest, the path may start with being referred by a friend or family member, attending a live event or listening to The Retirement Income Show. The next step on the path is a visit with an Oak Harvest Retirement Professiona l that usually lasts 45-90 minutes. This first visit is where we get to know what’s important to you, your current situation and how we can help.  Are you thinking about retiring? Our Financial Advisors Houston can assist you in answering the following five vision-clarifying questions: Is there enough money for me to retire? When will I be able to retire? I'm not sure how long my money will last. What can I do to reduce my tax burden? Will my family be okay if something happens to me? Then, for growth, income, and lower taxes, we allocate and manage your investments. We start with a no-obligation consultation. For more information, call 281-822-1350. On your second visit, ...

  Investment Management Combined with Financial and Tax Planning Oak Harvest's proprietary Retirement 360 ™ process 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. All of this is offered through a transparent advisory fee structure, some times for a lesser cost than you're currently paying for investment management only. This additional planning can potentially result in hundreds of thousands of dollars in additional value over the course of time, depending on your circumstances.  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 re...