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Retirement Financial Planning
Oak Harvest Financial Group
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From Oak Harvest Financial Group
Can you help with estate planning?
Yes. We are extremely proficient with multiple strategies designed to transfer wealth from one generation to the next. Whether your goals are to eliminate taxes, retain control from beyond the grave, shelter assets during your life, or simply have them pass with the least amount of headache and hassle for your beneficiaries. Oak Harvest is Houston’s leader in high net worth financial and estate planning.
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From Oak Harvest Financial Group
Can you help me reduce the taxes I pay on my income?
Yes. We can explore multiple avenues to decrease and even eliminate the amount of income taxes you pay or will pay in retirement. Everyone’s situation is different and requires individual attention, but there are a multitude of strategies available for people looking to reduce the amount of income taxes they pay. By repositioning accounts, utilizing various laws and strategically planning for the future we can oftentimes reduce and/or eliminate income taxes altogether. The basic rule is: The sooner you start planning, the more we can reduce taxes.
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From Oak Harvest Financial Group
Which products or strategies do you use?
We are armed with a multitude of financial vehicles to solve the challenges you face as an individual or a business. We are an independent company that does not have any ties to one particular strategy or vehicle. Instead, we rely on our analysts to stay abreast of the current offerings in the market and to perform an in-house comparative analysis of the features, benefits, and downsides of every vehicle. This is very important because of the dynamic environment we are currently facing. Companies are competing for your assets and they bring new vehicles to the market to offer as solutions. We compare and contrast the new vehicles, as well as the existing ones, with your goals being the overriding influence. Once a vehicle or vehicles are selected by our analysts, you can rest assured they were compared to everything available on the market and are being presented as the best solution to the challenges you face.
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From Oak Harvest Financial Group
What age groups do you work with?
We work with individuals who are thinking about and planning for retirement. This encompasses many age brackets, as people need this planning at various ages depending on their careers, motivations, needs and goals. Our average client age is approximately 60 years old. We have retirement-minded clients as young as their 30′s and as seasoned and experienced as 100+ years old!
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From Oak Harvest Financial Group
How do you get compensated?
We receive a one time, upfront payment for placing your accounts with the various financial institutions we work with. This fee is paid to us from the marketing budgets of the financial institutions. Our compensation NEVER comes out of your accounts so 100% of your money goes to work for you from day one.
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