Oak Harvest Path Any worthwhile journey begins on the correct road. The route to Oak Harvest may begin with a recommendation from a friend or family member, attendance at a live event, or listening to The Retirement Income Show . The next step on the route is a 45-90 minute consultation with an Oak Harvest Retirement Professional . This is where we learn about what's important to you, your current circumstances, and how we can assist you. At that time, a second visit is organized, and your Retirement Professional returns to our headquarters to analyse your information with the Planning and Investment Team . Everything at Oak Harvest is done as a team. We collaborate for your benefit. On your second meeting, we'll review your portfolio and discuss strategies for aligning your investment approach with your objectives. You may already know that you want to collaborate with us at this stage. If that's the case, we'll begin the new client procedure. At this time, a client co...
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Oak Harvest Financial Group
One of Houston's Most Sought-After and Recognized Financial Advisors and Retirement Planners