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 regarding the how various decisions you have to make impact your plan. Professional, experienced planners and tax specialists are here to guide your decision-making. 

Need financial planning? Oak Harvest has CERTIFIED FINANCIAL PLANNER® professionals and Financial advisors Houston, Texas. We collaborate and coordinate with other professionals to design and execute retirement, investment and financial strategies and plans fit to your needs. And we begin with a free consultation. Contact us for yours at: 281-822-1350.