Financial Guides to losing a loved one.

How to prepare before and after a death.

Survivor Inventory Checklist

Prepare to take charge of your financial affairs with this summary of some of the most important information for survivors to gather.

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Jessica Cannella

"At this time, you are faced with many difficult decisions and
may need guidance in understanding what to do next. These
guides have been designed to serve as a starting point and
ongoing reference guide to make the time ahead a little easier."

- Jessica Cannella, Co-Founder and President of Oak Harvest Financial Group

More Videos To Help You

How to financially prepare for a death

The Oak Harvest Retirement Success Plan can help you for that unexpected moment. Call us and start your next chapter.

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Our Financial Advisors are ready to help you...

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Oak Harvest Financial Group Team
financial advisor for retirement

“THE RETIREMENT INCOME SHOW”


Listen to our radio show hosted by Troy Sharpe and Jessica Cannella at 12 p.m. every Sunday on 740 AM Newsradio 740KTRH.

Retirement Videos on YouTube

YOUTUBE RETIREMENT CHANNEL


Concerned about how market activity could affect your retirement? Get the latest market updates on our youtube channel.

STOCK TALK

Stock Talk


Listen to Stock Talk to learn more about OHFG's view of the capital markets.

 

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Have a question? Call us and let a team member help you find an answer.