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Welcome to Oak Street Advisors
Oak Street advisors is an independent financial planning and investment
advisory firm that works with successful individuals like you to help you build a
comfortable retirement, fund education expenses for your children and/or grand
children, and leave a lasting legacy to your heirs and deserving charities.
Yes, we help you with investments, but that's just a part of our value. Many
successful people are busy running their business, enjoying their retirement,
and raising their families. They need someone they can trust to help them
develop a plan to assure their continued financial success. We work with you to
discover what your needs and priorities are. Then we help you develop a plan
to systematically move you forward toward reaching your financial goals.
Here are just a few of the questions we can help you answer:
- Do you have enough money to fund a comfortable retirement?
- How much should you be saving to fund your retirement?
- How much can you withdraw from your savings and investments to fund
your lifestyle? - What happens if you become disabled?
- Will your spouse have enough money to live on if you are not there?
- What is the best way to fund education for your children or
grandchildren? - Do you have an estate plan?
- Who will make financial decisions for you if you become incapacitated?
- Are your investments working together to achieve your goals?
What Makes Us Different.
Fee Only
The reason we chose to be a fee only investment advisory firm is pretty simple.
We want to offer the best solutions to our clients without them having to wonder
if this is the best thing for them or the best thing for their advisor.
Because we accept no commissions from any source you know that when we
make a recommendation it is because we truly believe it will help you reach your
goals.
Independent
As an independent Registered Investment Advisory firm, Oak Street Advisors is
free to survey the entire landscape of investment options to find the very best
opportunities for you.
We are not bound by corporate strictures that might limit your choices. There
are no hidden agendas or proprietary products to push. Our open architecture
allows us to bring in outside expertise when it is needed, and to coordinate with
other advisors to help you achieve all your financial goals.
Fiduciary Care
Because Oak Street Advisors is a registered investment advisor we are held to
the highest standard of client care in the industry. We are required by law to
act as a fiduciary.
That simply means that we always put your interests first. Additionally, we
disclose all fees and any conflicts of interest that might impact our clients. We
strive to make a full and fair representation of the pros and cons of any course
of action we might recommend.
Oak Street Advisors
1902 Oak St
Myrtle Beach, SC 29577
843.946.9868
Financial Planning
Blog
Holy Cow! They Are
Finally Catching On!
Still Time To Save
On 2009 Taxes
Understanding
Money Supply and
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Blog
Holy Cow! They Are
Finally Catching On!
Still Time To Save
On 2009 Taxes
Understanding
Money Supply and
the Federal Reserve
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