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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 » Frequent Communication

    Frequent Communication

    There are many ways we keep you connected to your money and your Oak Harvest Retirement Plan.

    After becoming a client, you will be more connected and in more control of your retirement future than ever before:

    • Agreed-upon meeting schedule with your advisor and review team scheduled in advance
    • Monthly account statements from TD Ameritrade
    • Access to monthly performance reports
    • Weekly podcast sent to your inbox from Chief Investment Officer Chris Perras, CFA®
    • Frequent videos and writings to update you about new laws and impact events
    • Invitations to client-only events for learning and market/economic updates
    • Direct access to your Client Concierge for same-day service
    • End-of-year planning meeting for tax and income strategy
    • Opportunity to partner with the Oak Harvest Team to give back to the local community

     

    Tax Strategies for Retirement

    Diversify your tax buckets

  • 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
    View Calendar
    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.