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We offer comprehensive financial planning services
which include:
- Retirement Income Planning - Okay, you are already retired. But there are still questions
that keep you up at night, questions you should have the answer to like:
- How much income can you count on from your savings and investments?
Will your spouse have enough income if you are no longer here?
Are your investments working together to achieve my goals?
Are you taking too much risk?
- Education Planning - With the ever escalating cost of higher education it is essential that
you make plans to afford your children and grand children the education they need to
survive in todays work world. We can help you to learn:
How much will a college education cost?
How much do you need to save to fund college expenses?
What type accounts should you use to save for college?
- Estate Planning- If you have planned properly and invested wisely you can expect to have
assets left that you would like to leave to your heirs. But will it really work out that way.
- Will your assets be subject to unnecessary delay and expense from probate?
Who will make financial and health care decisions for you if you become
incapacitated?
Will my assets be protected from estate taxes?
Should you use a corporate trustee or a member of your family to administer your
estate?
- Protection Planning - Of course you want and need to protect yourself and your family
from the unexpected.
How much life insurance do you really need?
What kind of life insurance do you need?
What happens to you and your family if you become disabled?
How can you afford to pay for long term health care?
- Investment Planning - With all the uncertainty in the markets and economy there are
many reasons for concerns about how your hard earned money is invested.
Are you taking too much risk or not enough?
Do you really need a variable annuity?
- Do you have the right mix of investments and for the right reasons?
Do you have a process to protect yourself when markets plummet?
| Take A Test Drive! Take a test drive with our $199 fiscal check-up. If you have questions about your asset allocation, stock or mutual fund holdings, or 401k investment options, if you want to know if you are on track to reach your retirement goal or fund your children's education, if you have questions about your life insurance or long term care needs, or if you simply want a second opinion but don't want to be "sold" something. Here is your chance to get the answers you are looking for with no long term commitment. Simply send an email to testdrive@oakadvisors.com to request an interview package. Or call us at 843.946.9868. Once you have submitted the background information we will schedule a one hour session where we will address any three financial concerns you have. There is no 'sales' pitch, only professional advice that could make a big difference for you and your family. |
