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Retirement Financial Planning
Oak Harvest Financial Group
7670 Woodway Dr
Suite 165
Houston,
TX
77063
Suite 165
281-822-1350
Special Offers
Call 281-822-1350 to schedule an appointment today.
Financial Security in Retirement
Oak Harvest Financial Group is the greater Houston area's fastest-growing retirement financial planning firm. Oak Harvest's focus on safety, preservation, guaranteed income strategies, and above all, consumer education has struck a chord with Houston's retirees.Oak Harvest's principals, CEO Steve Watts and President Troy Sharpe have devoted their careers to the continuing education of their clients. In Steve's words, "You can only hope to make an intelligent decision if you have all the facts in front of you." Since the decision on how to handle your retirement nest-egg is among the most important in your life, knowing all your options is that much more important.
One-on-one consultations with one of Oak Harvest’s Retirement-Phase specialists are always free of charge or obligation. Their advisors are experts in all forms of retirement accounts including 401(k) plans, 403(b) plans, Traditional and Roth IRAs, SEPs, TSPs, and many more. Oak Harvest Financial Group will help you make sense of your retirement, working with you to define your needs and goals, educating you on the pitfalls of the retirement phase, and presenting to you a customized Retirement Defense System to help you safely navigate the unknown waters of retirement.
Every Saturday at 8 a.m. on 950 AM Houston, Steve and Troy broadcast the Retirement Rescue Show, the best hour you'll ever spend learning about your retirement. Learn more here.
To learn more about Oak Harvest, visit our website today or call us at 281-822-1350
Frequently Asked Questions
- 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!
- 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.
- 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.
- 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.
- 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.
