Oak Harvest Financial Group

  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...