Why Oak Harvest

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 summaries
  • Weekly podcast sent to your inbox from Chief Investment Officer Chris Perras, CFA®
  • Frequent videos and writings to update you about news 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

About Oak Harvest Financial Group

radio

“THE RETIREMENT INCOME SHOW”


Listen to our radio show hosted by Troy and Jessica Sharpe at 6 p.m. every Saturday on 740 AM Newsradio 740KTRH.

market-updates

WEEKLY MARKET UPDATES


Concerned about how market activity could affect your retirement? Get the latest market updates!

 

f-5

EVENTS


Join us for an upcoming educational event to better prepare for your financial future.