St. Jude Supporter

Thank You for Supporting St. Jude

By being here today, you’re helping families facing challenges most of us can’t imagine. We appreciate you, and we want to support your future as well.

Watch: How Your Retirement Decisions Connect

A quick message from Troy Sharpe on how the key parts of retirement, like taxes, income, Social Security, and timing, work together to help you protect more of what you’ve earned.

Download the eBook now for your chance to win a Golf Simulator Night with friends!

Retirement Success Plan Download

Name(Required)
Name(Required)

YOUR FREE RETIREMENT SUCCESS PLAN eBOOK

As a thank-you for connecting with us at the event, we're offering:

The Retirement Success Plan eBook

Quick, helpful insights and videos on income planning, taxes, Social Security, and more.

No-Cost, No-Pressure Conversation

Sit down with our team whenever you’re ready to talk through your retirement questions.

Chance to Win a Golf Simulator Night

Download the eBook and you’ll automatically be entered to win an evening for you and your friends in our Full Swing Golf Simulator.

reviewRectangle58

A Clearer Path to Retirement

Troy Sharpe. Gold Circle

I'm Troy Sharpe, CEO of Oak Harvest Financial Group. Our Team helps families and business owners approaching retirement gain:

  • Clarity about their retirement timeline
  • Flexible tax strategies
  • Reliable income plans

Retirement success isn’t just about investments. It’s knowing how Social Security, required distributions, income flows, and taxes all work together. When the pieces line up, people often enjoy more income, less tax, and greater confidence.

Who We Work With

Business Owners

High-net-worth individuals seeking tax-efficient retirement income planning

Retirees and pre-retirees

Anyone Unsure if Their Withdrawals are Structured Efficiently

If you're looking for clarity around taxes and income, we’re here to help.

What We’ll Discuss Together

How your withdrawal order may impact your tax bill

How income decisions could shape long-term cash flow

How Social Security timing fits into your broader tax strategy

Plus more, depending on your questions.

Why People Reach Out

More visibility into future taxes

A clearer understanding of income options

Help coordinating Social Security with their retirement plan

A calm, educational conversation to make more informed decisions

This visit is entirely educational and pressure-free.

Raffle Official Rules

1. No purchase necessary to win.

2. Eligibility. The drawing is open to all natural persons who are residents of the United States who are at least 18 years old at the time of entry. Employees and their respective immediate family members (spouse, parents, siblings, and children) and household members are not eligible. You will be excluded from the drawing if winning will result in you violating the Oak Harvest gift policy. The drawing is subject to federal, state, and local laws and regulations.

3. Sponsor. The drawing is sponsored by Oak Harvest Financial Group, located at 920 Memorial City Way, Suite 150, Houston TX 77024.

4. Agreement to rules. Participation in the drawing constitutes full and unconditional agreement to and acceptance of these Official Rules and the decisions of the Sponsor, which are final and binding. Winning a prize is contingent upon being compliant with these Official Rules. The Sponsor reserves the right to refuse, withdraw, or disqualify an entry at any time at the Sponsor’s sole discretion. By entering this drawing, you represent and warrant that you are eligible to participate based on the eligibility requirements.

5. Entry period. Entries will be accepted December 8, 2025 through January 8th, 2026. Entries submitted before or after the entry period will be disqualified.

6. How to enter. Sign up by completing the official entry form. Limit one (1) entry per person.

7. Winner selection. Winner(s) will be selected on January 8th, 2026 and will be randomly selected for a chance to win a golf simulator session at Oak Harvest Financial Group Headquarters.

8. Privacy. Information collected from entrants will not be shared and is subject to the Oak Harvest Privacy Policy which can be found at www.oakharvestfg.com