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  • Discover many of the opportunities available to help you plan for your financial future.
    At Oak Harvest Financial Group, we can help you determine a strategy appropriate for your financial situation.
    Why Oak Harvest » What We Offer » Customized Retirement Plan

    Customized Retirement Plan

    The Oak Harvest Way Is Different

    Your Oak Harvest Retirement Plan is truly a unique, customized solution for all your retirement needs.

    No two plans are alike. We tailor investment, income, tax-reduction, safety, long-term care and legacy solutions around your retirement vision and goals.

    Whereas most firms try to fit you into their box, Oak Harvest builds the box around you.

    It starts with a discussion about your retirement vision. A retirement vision is the most critical element of a customized retirement plan because it allows us to clearly identify specific goals, allowing our team to get to the root of what is important to you.

    Once those goals are identified, we explore and educate you on the strategies that can make your vision your reality.

    When the appropriate strategies are agreed upon, it’s time to discuss which tools are appropriate to complete the plan. Stocks, bonds, CDs, annuities and mutual funds are nothing more than financial tools that can be used inside your Oak Harvest Retirement Plan to accomplish your vision and goals.

    As independent fiduciaries, we don’t care which tools are used. We care only that the best tools to accomplish the job are implemented.

    When your Oak Harvest Retirement Plan is complete, you have a clear financial path that can help provide peace of mind for living.

    You will have in front of you a simple, easy-to-understand Retirement Income Plan. Your advisor works with you to guide which accounts to withdraw income from to be ever-mindful of taxes. All of this is done for you either in person or over the phone!

    You’ll have a tailored investment strategy that is designed to protect and grow your retirement savings while generating income.

    You’ll have a Social Security strategy that’s designed to maximize your life savings, not just your Social Security benefits.

    You’ll have a long-term care strategy that’s designed to maximize and protect your retirement against future medical costs.

    Your legacy desires will be addressed by a CERTIFIED FINANICAL PLANNER™ professional who coordinates and works with attorneys who draft the appropriate legal tools, if needed.

    Once complete, your Oak Harvest Retirement Plan flows into a monitoring process where adjustments can be made when the investment, tax or legal landscape change. It’s reviewed frequently with you by your assigned retirement team, which includes your advisor and support staff.

     

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  • About Oak Harvest Financial Group

    “The Retirement income show”

    Listen to our radio show hosted by Troy Sharpe at 6 p.m. every Saturday on 740 AM Newsradio 740KTRH.
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    Meet Our Founders

    Troy and Jessica Sharpe have built a team of experienced industry professionals to help you confidently navigate to and through retirement.
    Meet Our Team

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    Privacy & Disclosures

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Advisory services are provided through Oak Harvest Investment services, LLC a registered investment adviser. Insurance services are provided through Oak Harvest Insurance services, LLC an insurance agency.

    The logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.