Mission of Oak Harvest Financial Group
To provide safe, guaranteed retirement solutions to retirees and pre-retirees that remove multiple threats to retirement security posed by an ongoing global-economic crisis.
These solutions focus on guaranteed retirement income planning, inflation-protection, safe growth, Long Term Care solutions, life insurance with living benefits, estate preservation, and wealth transfer. No Oak Harvest client has ever lost a single dollar to market volatility and we pledge to continue that result.
Experience the difference in working with Houston’s premier retirement firm comprised of CFP’s, RFC’s, Financial Analysts and Retirement Specialists that work exclusively with those in or approaching retirement.Learn More
We work hard to accumulate your estate regardless of its size and worth. It is important that you have the final decision on how it is delegated amongst your family, church or favorite charitable organizations while minimizing costs, taxes and the emotional burden on your loved ones.Learn More
We are the “Income Planning Experts” show us your income needs and goals and let our team meet or exceed them with guarantees, zero market risk and inflation protection for life.Learn More
You own a business; will it thrive in your absence or the absence of a key employee? Let us figure it out for you. Services include: Succession Planning, Key Person Insurance, Debt Cancellation and much more.Learn More
Discover the innovative new strategies offered through today’s life insurance policies designed to protect your retirement assets and standard of living without increasing the cost or decreasing the coverage of your existing policy.Learn More
Retirement Defense System™
Your customized “Retirement Defense System™” will account for every aspect of your retirement planning, from guaranteed income to protecting your accounts from erosion due to increasing medical costs – we have you covered.Learn More
Whether you’re a savvy investor or just exploring retirement options, start your retirement education today! Register for a live “Retirement Rescue” educational event, or receive your retirement education one-on-one with a retirement specialist.