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    Contact Us
    At Oak Harvest Financial Group, we believe that working as a team is the secret to our success.
    Our clients benefit from hearing a wide range of options and can work with anyone on our team who can best help them with their specific problems. What’s more, our team is always learning from the collective wisdom and positive interaction that we share with each other — and our clients — every day.
    Why Oak Harvest » Who We Are

    Our Firm

    Oak Harvest Professionals: Bringing the Oak Harvest Experience to You

    We’ve designed our business model to set us apart. We’re much more than just your portfolio manager or retirement planner; Oak Harvest Professionals focus on fulfilling seven primary roles for you:

    1. Your Expert: A roster filled with some of the most seasoned professionals in the business helps you navigate through myriad investment choices, tax code changes, economic prognostications, lifestyle concerns and complex choices. As dedicated and caring professionals, our expertise becomes your expertise.
    2. An Independent Voice: In a world full of salespeople and product-pushing advisors, the value of an independent and objective voice can’t be understated. We maximize transparency, independence and loyalty so our decision-making process is driven entirely by your goals. You — not products — are our focus.
    3. Your Ears: Emotions triggered by financial uncertainty are real. Oak Harvest Professionals are always available to listen when you need to talk, find out the issues driving your feelings and provide practical, long-term answers and solutions.
    4. A Teacher: Overcoming the flight-or-fight response is often a matter of teaching investors about risk and return, diversification, asset allocation and the value of discipline. We focus on giving you meaningful insights to enrich your experience as an investor.
    5. Your Builder: After meticulously hearing and understanding your vision, Oak Harvest Professionals become your dedicated architects, building you a long-term wealth management strategy that matches your unique circumstances and goals.
    6. A Coach: Sometimes, even a well-defined strategy doesn’t eliminate doubt or fear. This is when your advisor becomes a coach, reinforcing core principles and helping you keep your plan on track.
    7. Your Guardian: The high-caliber plan we create will encompass and anticipate a lot. It will be rigorous and robust. But the world can still change. Oak Harvest Professionals scan the future for issues that may affect your retirement and investments, adapting as needed, and keeping you informed every step of the way.
    Oak Harvest Professionals strive to be more than just planners. Every decision we make is aimed at moving you closer to realizing your vision. None of our roles depends on outside forces such as the current state of the economy or investment markets. Good financial advice is ultimately defined by the patient building of a long-term relationship founded on us winning your trust and acting independently for each OHFG client.

     

     

    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
    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.