Skip to content
  • MULTI-YEAR GUARANTEE ANNUITY RATES
  • INCOME RIDER QUOTE
oak harvest financial group

Sign up for emails!

Check the boxes below to receive important updates and tips to know
from Oak Harvest Financial Group.

By submitting you agree to our
Privacy Policy and Disclosures.

    Stay connected to your money with Oak Harvest's educational investment discussions.
    Recap of last week's market news and a look into future stock exchanges.
  • Hidden
    Be the first to be notified about future educational webinars.
  • Hidden
    Receive important updates and tips to know from Oak Harvest Financial Group.
    Subscribe to our YouTube Newsletter and connect with video content about cutting edge retirement and financial planning strategies.
    This weekly news update helps investors to rationally and critically analyze emotion laden stories. Subscribe to get the latest post.
  • This field is for validation purposes and should be left unchanged.

Subscribe for Emails

|  Future Vault Login |  Client Login   |  TD Account Login   |  Call Now

  • About us
    • Oak Harvest Team
    • Investment Team
    • Advisor Team
    • Transparent Fees
    • Careers
  • Retirement Planning
    • Retirement Planning
      • Our Planning Approach
      • Core4
      • Oak Harvest Retirement Success Plan
      • Income Planning
      • Social Security and Medicare
      • Long Term Care Planning
    • Tax Planning
      • Income Tax Reduction
      • Tax-Free Income
      • Roth Conversion
      • Charitable Planning
      • Advanced Tax Strategies
    • Estate Planning
      • Life Insurance
      • Legacy Planning
      • Trusts
      • Asset Protection Planning
  • Investment Management
    • Investment Management
      • Investment Team
      • Investment Philosophy
      • In-House Investment and Planning Team
      • A Focus on Risk Management
      • Asset Diversification
    • Ideas and Insights
      • Stock Talk Podcast
      • The Investor Mindset Podcast
      • News or Noise!?
    • Market Commentary
      • Weekly Market Updates
      • Market Outlook
  • The Retirement Income Show
  • Annuity Education
    • Get Started with Annuity
    • Multi-Year Guarantee Annuities (MYGA)
    • Income Rider Quote
    • Annuity Videos
  • Knowledge Center
    • Resources
      • Blog
      • Retirement Videos
      • Free Reports
    • Calculators
      • Retirement Age Calculator
      • Retirement Savings Calculator
      • Retirement Nest Egg Calculator
      • Auto Loan Calculator
      • Savings Calculator
      • Mortgage Loan Calculator
  • Contact
MENU
×
  • About us
    • Oak Harvest Team
    • Investment Team
    • Advisor Team
    • Transparent Fees
    • Careers
  • Retirement Planning
    • Retirement Planning
      • Our Planning Approach
      • Core4
      • Oak Harvest Retirement Success Plan
      • Income Planning
      • Social Security and Medicare
      • Long Term Care Planning
    • Tax Planning
      • Income Tax Reduction
      • Tax-Free Income
      • Roth Conversion
      • Charitable Planning
      • Advanced Tax Strategies
    • Estate Planning
      • Life Insurance
      • Legacy Planning
      • Trusts
      • Asset Protection Planning
  • Investment Management
    • Investment Management
      • Investment Team
      • Investment Philosophy
      • In-House Investment and Planning Team
      • A Focus on Risk Management
      • Asset Diversification
    • Ideas and Insights
      • Stock Talk Podcast
      • The Investor Mindset Podcast
      • News or Noise!?
    • Market Commentary
      • Weekly Market Updates
      • Market Outlook
  • The Retirement Income Show
  • Annuity Education
    • Get Started with Annuity
    • Multi-Year Guarantee Annuities (MYGA)
    • Income Rider Quote
    • Annuity Videos
  • Knowledge Center
    • Resources
      • Blog
      • Retirement Videos
      • Free Reports
    • Calculators
      • Retirement Age Calculator
      • Retirement Savings Calculator
      • Retirement Nest Egg Calculator
      • Auto Loan Calculator
      • Savings Calculator
      • Mortgage Loan Calculator
  • Contact
  • About Us
    • About List
      • Oak Harvest Team
      • Investment Team
      • Advisor Team
      • Transparent Fees
      • Careers
    • Oak Harvest Financial Group Contact

      Talk to an advisor: (281) 699-8931

      Request an Appointment
  • Retirement Planning
    • Retirement Planning
      • Our Planning Approach
      • Core4
      • Oak Harvest Retirement Success Plan
      • Income Planning
      • Social Security and Medicare
      • Long Term Care Planning
    • Tax Planning
      • Income Tax Reduction
      • Tax-Free Income
      • Roth Conversion
      • Charitable Planning
      • Advanced Tax Strategies
    • Estate Planning
      • Life Insurance
      • Legacy Planning
      • Trusts
      • Asset Protection Planning
    • Oak Harvest Financial Group Contact

      Talk to an advisor: (281) 699-8931

      Request an Appointment
  • Investment Management
    • Investment Management
      • Investment Team
      • Investment Philosophy
      • In-House Investment and Planning Team
      • A Focus on Risk Management
      • Asset Diversification
    • Ideas and Insights
      • Stock Talk Podcast
      • The Investor Mindset Podcast
      • News or Noise!?
    • Market Commentary
      • Weekly Market Updates
      • Market Outlook
    • Oak Harvest Financial Group Contact

      Talk to an advisor: (281) 699-8931

      Request an Appointment
  • The Retirement Income Show
  • Annuity Education
    • Annuity List
      • Get Started with Annuity
      • Multi-Year Guarantee Annuities (MYGA)
      • Income Rider Quote
      • Annuity Videos
    • Oak Harvest Financial Group Contact

      Talk to an advisor: (281) 699-8931

      Request an Appointment
  • Knowledge Center
    • Resources
      • Blog
      • Retirement Videos
      • Free Reports
    • Calculators
      • Retirement Age Calculator
      • Retirement Savings Calculator
      • Retirement Nest Egg Calculator
      • Auto Loan Calculator
      • Savings Calculator
      • Mortgage Loan Calculator
    • Oak Harvest Financial Group Contact

      Talk to an advisor: (281) 699-8931

      Request an Appointment
  • Contact
MENU
×
  • About Us
    • About List
      • Oak Harvest Team
      • Investment Team
      • Advisor Team
      • Transparent Fees
      • Careers
    • Oak Harvest Financial Group Contact

      Talk to an advisor: (281) 699-8931

      Request an Appointment
  • Retirement Planning
    • Retirement Planning
      • Our Planning Approach
      • Core4
      • Oak Harvest Retirement Success Plan
      • Income Planning
      • Social Security and Medicare
      • Long Term Care Planning
    • Tax Planning
      • Income Tax Reduction
      • Tax-Free Income
      • Roth Conversion
      • Charitable Planning
      • Advanced Tax Strategies
    • Estate Planning
      • Life Insurance
      • Legacy Planning
      • Trusts
      • Asset Protection Planning
    • Oak Harvest Financial Group Contact

      Talk to an advisor: (281) 699-8931

      Request an Appointment
  • Investment Management
    • Investment Management
      • Investment Team
      • Investment Philosophy
      • In-House Investment and Planning Team
      • A Focus on Risk Management
      • Asset Diversification
    • Ideas and Insights
      • Stock Talk Podcast
      • The Investor Mindset Podcast
      • News or Noise!?
    • Market Commentary
      • Weekly Market Updates
      • Market Outlook
    • Oak Harvest Financial Group Contact

      Talk to an advisor: (281) 699-8931

      Request an Appointment
  • The Retirement Income Show
  • Annuity Education
    • Annuity List
      • Get Started with Annuity
      • Multi-Year Guarantee Annuities (MYGA)
      • Income Rider Quote
      • Annuity Videos
    • Oak Harvest Financial Group Contact

      Talk to an advisor: (281) 699-8931

      Request an Appointment
  • Knowledge Center
    • Resources
      • Blog
      • Retirement Videos
      • Free Reports
    • Calculators
      • Retirement Age Calculator
      • Retirement Savings Calculator
      • Retirement Nest Egg Calculator
      • Auto Loan Calculator
      • Savings Calculator
      • Mortgage Loan Calculator
    • Oak Harvest Financial Group Contact

      Talk to an advisor: (281) 699-8931

      Request an Appointment
  • Contact
View All

Resources » Videos » Retirement Videos

Oak Harvest Youtube Channel

Retirement Videos

Click on the subscribe button to subscribe to our youtube channel

Subscribe
oak harvest financial group Oak Harvest Financial Group

3 Ways to Reduce Taxes During Retirement

June 7, 2019
Read More
  • « Previous
  • 1
  • …
  • 20
  • 21
  • 22

Testimonials

“I have been with Oak Harvest Financial Group for almost 10 years. I have found Troy and his team to be outstanding in helping to customize investment strategies and portfolios that fit each individual's or family's needs and goals. There is no cookie cutter approach in their business model and they put a high priority on educating prospective clients in order to assist them in making informative decisions. They don't have a "pitch" and are not hard selling sales people. They are a true retirement planning organization focused on the "preservation stage" of life. I have been very pleased with the partnership we have developed over the years and highly recommend their services.”

Thomas DeScioli's review to Oak Harvest Financial Group

Thomas DeScioli

“The team at Oak Harvest Financial Group takes the time to find out what matters to YOU in retirement, so they can help you achieve that as reality. It was very freeing to know that we had a plan, a map going forward for comfortable income in retirement and protection of our assets. They are responsive to queries, have a wealth and wide breadth of financial professionals on the team, and are fiduciaries. They have weekly podcasts to help decipher trends & investment strategies and occasional seminars. We highly recommend Troy & the whole Oak Harvest Team!”

5-star-testimonials

Terri Reed

“Just started using Oak Harvest 6 months ago for managing our retirement assets. My wife was very apprehensive with regards to changing our financial advisor. We scheduled an initial appointment with Oak Harvest where we met Troy Sharpe. During this meeting Troy was super attentive to our needs, asked many questions and in the end opened our eyes to the financial possibilities that we were not aware before. For our second meeting, he prepared a financial plan, went over all details and showed us how we could retire comfortably earlier than we have originally thought. The decision to start using Oak Harvest was a no brainer and the switch over process was as smooth as it can be. Now we are at ease with our future. Thanks a lot to Troy and his team of dedicated professionals for taking great care of us and our finances. If you have any questions, just go and talk to Troy and see what he can do for you.”

5-star-testimonials

Edward Alper

oak harvest financial group

Get access to our Monthly E-Newsletter!

Sign up for emails!

Check the boxes below to receive important updates and tips to know
from Oak Harvest Financial Group.

By submitting you agree to our
Privacy Policy and Disclosures.

    Stay connected to your money with Oak Harvest's educational investment discussions.
    Recap of last week's market news and a look into future stock exchanges.
  • Hidden
    Be the first to be notified about future educational webinars.
  • Hidden
    Receive important updates and tips to know from Oak Harvest Financial Group.
    Subscribe to our YouTube Newsletter and connect with video content about cutting edge retirement and financial planning strategies.
    This weekly news update helps investors to rationally and critically analyze emotion laden stories. Subscribe to get the latest post.
  • This field is for validation purposes and should be left unchanged.

SIGN UP

Get the App (available for Oak Harvest Clients):

Oak Harvest Google Play Store App
Oak Harvest App Store Logo

Contact Us

Phone: Call Now
[email protected]
Contact Us
Website Directory
Houston Financial Advisors

Retirement Quick Links

Retirement Planning Near Me
Retirement Age Calculator
Asset Protection Planning
Fixed Indexed Annuity
Financial Advisor Houston
Tax Planning Strategies

Headquarters

920 Memorial City Way, Suite 150
Houston, TX 77024

Connect with Us

Get access to our E-newsletter!

Sign up for our e-newsletter today, and receive important updates and tips to know from Oak Harvest Financial Group.

  • This field is for validation purposes and should be left unchanged.

Sign Up For Our Newsletter!
financial advisor near me
Client Login
TD Account Login
Privacy Policy
Form CRS
Form ADV Part 2A
Form ADV Part 2B

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products. Advisory services are provided through Oak Harvest Investment Services, LLC, a registered investment adviser. Insurance services are provided through Oak Harvest Insurance Services, LLC, a licensed 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.

All reports, publications, podcasts, audio files, and the content contained therein provided via this website are for informational purposes only. Content of podcasts is current as of the time of recording. No content available on this site is intended to provide tax or legal advice or personalized investment advice, nor is it an offer or solicitation to buy or sell securities. Views and opinions may change based on new information or analysis. Oak Harvest makes no assurance as to the accuracy of any forecast made. Figures, references, and data cited in all written and audio content are obtained from sources believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.

Investing involves risk the risk of loss, and some strategies may not be right for you. Past performance does not guarantee future return. Hypothetical outcomes do not reflect actual investment results and are not guarantees of future results. All assumed, expected, or stated returns are not guaranteed unless otherwise stated. Indexes are not available for direct investment. A professional advisor should be consulted before undertaking any strategy or implementing any specific advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. By requesting any report available via this site you may be provided with information regarding the purchase of insurance products or investment advisory services in the future.

Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration.

*"Peace of Mind," "Safety," "Principal Protection," "Lifetime Income, "Guaranteed Income," or other guarantees are associated with fixed insurance products. No such language refers in any way to investment advice, investment advisory products, securities, or recommendations provided by Oak Harvest Investment Services. Investing involves risk. Rates of return are not guaranteed unless otherwise stated. All guarantees relating to insurance products are dependent on the financial strength and claims-paying ability of the issuing insurance company. Guarantees may be subject to various restrictions, limitations, or fees, which can vary depending on the issuing insurance company. Annuities have limitations and are not appropriate for all circumstances or individuals. They are not intended to replace emergency funds or to fund short-term savings or income goals. Investing involves risk.

Lifetime income may be available on certain products through an optional rider at no cost or for an additional cost, depending on the specific product and contract. Taking withdrawals prior to turning age 59 ½ may result in tax penalty fees in addition to ordinary income taxes. Withdrawals from annuities may trigger charges or reduce the contract value and death benefit. Insurance products are not insured by any federal government agency and may lose value.

Oak Harvest was named as one of Inc. 5000's fastest growing private companies. Beyond the application fee required for consideration, Oak Harvest does not provide or receive any compensation, direct or indirect, for any material published by Inc. 5000. For more information on Inc. 5000, please visit their website here: https://www.inc.com/inc5000/apply

Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals. All such non-cash compensation adheres to all applicable regulations.

 

SECURE ACT 2.0

Claim your free copy of “SECURE ACT 2.0 | What it means to your Retirement Savings"

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Are you sure you want to leave without downloading our guide?

Remember: It’s free!

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Click Here
Claim your free copy
find-your-balance-dl

Claim your free copy of “Finding Your Balance: Could Rising Interest Rates Put Your Retirement Income at Risk?”

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.