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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 » Five-Star Service

    Five-Star Service

    When your Oak Harvest Retirement Plan is finished and implemented, the commitment from Oak Harvest, your advisor and support staff is just beginning.

    Your primary advisor has a team that supports him or her, which means you have a team that supports your retirement vision!

    This team is composed of a primary and secondary Client Concierge. This ensures someone is always immediately available for you to speak with who understands your Oak Harvest Retirement Plan. Your Client Concierge acts as your direct contact for any service needs and can handle most requests.

    If you have specific investment or planning questions, your call or email will be routed to your advisor or the appropriate retirement planning or investment team member for immediate response.

    If it’s a unique situation that only your advisor can help with and he or she is predisposed with another client, your advisor will return your call as soon as possible. This is usually the same day, but it’s always within 24 hours.

    Any requests for funds or specific investment or planning questions will be handled over the phone to verify your identity.

     

    Tax Strategies for Retirement

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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.
    Listen to our Show

    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

    Events

    Join us for an upcoming educational event to better prepare for your financial future
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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.