Our Financial Educational Services are Your Best Defense
We at Oak Harvest Financial Group believe that you should take an active role in planning for your retirement. Your role begins with receiving a complimentary, comprehensive education on the various options available to you, not just the limited options presented by your current broker or financial advisor.
With our innovative strategies and safe, guaranteed solutions, you no longer have to pay ongoing brokerage fees or watch your account statements fluctuate with the volatile market.
In the past, retirement was often as simple as relying on a company pension and social security to cover expenses and provide a comfortable cushion. Today, retirement has been redefined. Only 30% of our population is fortunate enough to have a company pension, and social security checks may barely cover day to day expenses and will not keep up with inflation. With the very real possibility that you or your spouse will live well into your 80s and 90s, proper planning to ensure your family won’t run out of money or income is more important than ever.
Without an extensive background in retirement and estate planning, it can be overwhelming to plan for your retirement alone—and extremely risky to blindly trust your broker with your financial future. You must have a genuine understanding about all of your options prior to making your decision about what’s best for your family, given the amount of risk you can afford. There are many safe, guaranteed solutions and strategies available that your current financial advisor, institution, or broker simply won’t offer you. Why? Often, these safe solutions aren’t on their limited menu of investment options. Other times, telling you would present a conflict of interest. This conflict comes from the fact that brokers make their ongoing commissions and fees by keeping your assets at risk in the securities markets, not by protecting them.
Do not fall victim to the limited menu of options that your current institution is offering! You do not have to tolerate volatile market risk or settle for a product or vehicle that doesn’t maximize your income planning goals. It’s time to utilize your best defense against poor planning in retirement: Education.
Learn about us first
Your initial education takes place through multiple forums and venues. Whether it is attending one of our live Educational Events around the city, watching us on the Great Day Houston television show or KPRC Channel 2, listening to the Retirement Rescue Show Saturdays at 8 a.m. on 950 AM, or attending a series of educational webinars online, Oak Harvest will educate you far beyond your current level of understanding of the retirement marketplace and discuss various retirement strategies. Our mission is to help American retirees make informed, intelligent decisions when it comes to retirement planning.
Then, once you come in and see one of our Retirement Phase Specialists, your in-depth education will continue on a more personal level. Everyone has different circumstances, and we strive to pair you with an advisor with the appropriate personality and experience—an advisor who, along with our highly experienced Case Design Team, can provide the correct solutions and financial advising to your financial concerns.
Our process usually involves three appointments depending on your need for retirement education and the complexity of your situation. Some clients only need two or three appointments while others visit us multiple times over the course of a few months. We always proceed at a pace that’s comfortable for you, while providing enough education to help you charter a new, safe course in retirement.
Remember, the mission is education. The goal is retirement certainty, security, and prosperity.
Come join us on our mission to transform a financial industry that is fundamentally flawed. You will be thoroughly educated, enlightened, and exposed to financial vehicles and safe strategies your broker, advisor and banker hope you don’t ever discover!