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 concierge from the Service Team will be assigned to you. Your client concierge's role is to get to know you and your position so that you can get solid customer support from your adviser.

It may be necessary to schedule another meeting or two to address your retirement plan or investment portfolio owing to the volume of information and intricacy of the strategy.

During the first year, the Oak Harvest Path will typically consist of 4-6 appointments focused on developing, teaching, implementing, and reviewing your Customized Retirement Plan.

Our objective is to cover all of the items you've informed us are essential to you in your first year so you may feel confident and secure in your retirement plan.

Following installation, you'll move on to the stages of management, monitoring, and review. We're currently handling your accounts and planning a series of meetings over the coming years. If your circumstances change, we are always ready to review and amend your plan as part of our commitment to offering dependable customer care.

Oak Harvest has Financial Advisors Houston, Texas. They work with other professionals to build and implement retirement, investment, and financial strategies and plans that are tailored to your needs. We start with a no-obligation consultation. For yours, call 281-822-1350.