Who We Are

Retirement-Phase Experts

Our financial advisors are retirement-phase specialists and educators at heart. Oak Harvest’s financial experts undertake extensive IRA training that allows them to inform our clients of the little-known laws and rulings that can decrease your taxes, increase your income and pass on more of your nest egg to the people you love. Our retirement specialists will get to know you, and examine not just your assets, but also your goals, dreams and future plans to best determine a financial strategy.

99.5% of financial advisors are educated in the accumulation-phase of one’s financial life, and educated very little or not at all on the retirement-phase. Because of this, you are ultimately destined to utilize accumulation-phase financial vehicles for your retirement-phase needs and goals if you stay with traditional banks and brokers. It simply doesn’t fit. At Oak Harvest, we never try to fit a square peg into a round hole. And in retirement, you need safety, security, and growth-not the excessive market risk and ongoing fees of accumulation-phase financial vehicles.

After your first meeting with one of Oak Harvest’s advisors, you’ll feel like you’ve taken a proactive step toward a more secure retirement.

Analyst and Design Team

But it doesn’t stop with our advisors. Perhaps the biggest flaw in the financial industry is vested interest. To eliminate the vested interest, which is deeply rooted in the financial industry, none of our financial advisors select any of the vehicles that will be used in developing your personalized financial recipe. This task is left up to our Design Team, which is made up of salaried CFP’s, CPA’s and CLU’s. Their sole purpose is to ascertain and determine the correct financial ingredients that best meet your safety, income and life goals.

You will benefit from the extensive retirement-phase education and training our analysts and Certified Financial Planners undertake. Since they are paid a salary, their only goal is to develop and recommend the most logical and advantageous strategies that provide the best opportunity to realize your retirement-phase goals and objectives.

Client Transition and Client Services

This department of our firm is dedicated to making your transition from your current accumulation-phase financial advisory firm to Oak Harvest Financial Group, a retirement-phase specialist firm. Along with your new financial advisor, you will have a dedicated Client Services Representative to rely upon who will facilitate administrative responsibilities, answer questions and be there for you every step of the way once you’ve become a client of Oak Harvest Financial Group.

This unique element provides a distinct difference between Oak Harvest and the majority of financial firms you may be familiar with. We understand the importance of your decision and have employed an experienced group of senior advocates to ease the transition and provide continuous support in close conjunction with your financial advisor.