Oak Harvest Path

 

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 Professional 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, we analyze your portfolio and discuss strategies to bring your investment plan into alignment with your goals. At this point, you may already know that you want to work with us. If so, we’ll get the new client process started. A client concierge from the Service Team will be assigned to you at this time. Your client concierge’s job is to know your situation and work with your advisor to provide reliable customer service.

Occasionally, due to the quantity of information and complexity of strategy, it may take another appointment or two to cover your retirement plan or investment portfolio.

Upon becoming an Oak Harvest client, our specialists get to work putting your unique investment and income plan together.

Given the financial complexity of retirement and everyone’s situation being unique, we often organize the investment and income plan first while providing clients a 12-month implementation plan.