Oak Harvest’s Retirement 360™ process answers the big questions all our clients have:

  • Can I retire?
  • How much income should I withdraw?
  • How do I ensure my income lasts my entire life?
  • How do I pay less tax in retirement?
  • If something happens to me, will my family be ok?
Sign up for the Pay Less Tax webinar below to learn how Troy Sharpe, CFP®, helped a client reduce their estimated taxes in retirement by over $400,000!

Register to Watch the Webinar

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Get to know our Chief Investment Officer Chris Perras, CFA®, CLU®, ChFC®

  • Managed Invesco Large-Cap Opportunities Fund to a National #1 Lipper ranking
  • Managed Quaker Strategic Growth Fund to a National #2 Lipper ranking for both three and five-year performance
  • Managed Invesco Constellation fund and implemented a performance turn-around that helped grow assets from $14 billion to a peak of $33 billion over a three year period
  • Hosts our Stock Talk Podcast with new episodes each week keeping you connected to your money
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