Oak Street Advisors Index

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 money can you withdraw from your savings and

investments

support your lifestyle?

What happens if you become disabled?
Will your spouse have enough assets to live on if you are not there?

What is the best way to fund education for your children or

grandchildren?

How much should you be saving to fund college expenses?
Do you have the right estate plan?
Will your assets be tied up in probate?
Who will make financial decisions for you if you become incapacitated?
Are your investments working together to achieve your goals?
Are you taking too much risk?
Can you reduce your income taxes?
Are you getting good advice or just a good sales pitch?

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.

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