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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.
    Home » Financial Services

    Our Services

    Retirement Planning

    As a firm, our specialized focus is retirement planning. To competently and effectively plan for a family’s retirement requires a tremendous amount of skill, hard work, talent and resources. Much of this can only be acquired through experience, education and a commitment to excellence.

    The financial decisions you make will help determine the rest of your life. Working everyday on nothing except strategic planning for families in retirement gives us a unique perspective on how to answer your questions and provide solutions.

    Some of the specific areas we can help you are the following:

    • Income Planning for Retirement
    • 401k Rollovers
    • Guaranteed Lifetime Income
    • Dividend Stocks/Investments
    • Tax-Free Income
    • Annuities
    • Life Insurance
    • Long Term Care Planning
    • Tax Strategies for the Affluent
    • Asset Protection
    • Advanced Planning Strategies for Unique Circumstances

    Through a strategic network of our retirement specialists we can provide comprehensive, sophisticated planning strategies and solutions for your individual retirement portfolio.

    Our firm’s passion is retirement planning and we have chosen to dedicate our careers to this endeavor. Our only requirement is that you take this process seriously and are planning for retirement. Experience the difference for yourself.

    Request Your Free Report

    The Definitive Report on Annuities

  • 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 Team

    Our team of experienced industry professionals is here to help you confidently navigate to and through retirement.
    Learn More

    Retirement Workshop

    View our calendar, and plan to join us for an upcoming retirement workshop to better prepare for your financial future.
    Privacy Policy | Terms of Use

    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.