Values, Principles and Process

Core Values

  • Do unto others as you would have them do unto you
  • Be of service
  • Be transparent and honest in all dealings
  • Always place the client’s interests ahead of our own
  • Place our core values and principles above profits
  • Provide value beyond expectations
  • Operate independently and passionately
  • Give back to the community with both dollars and time

The Oak Harvest Principles and Process

Our principles are our values put into practice.

We then apply our principles to the processes that make up the operations of the company. This is how we focus our efforts to take your vision for retirement and bring it to life through a caring, thoughtful and professional experience.

The union of values, principles and processes is part of our goal of aiming to provide a seamless and consistent approach for you from the very first time we communicate with you, to the time you come aboard as a client, to our on-going relationship throughout your retirement.

Principle #1 – Each client and prospective client is treated with equal dignity, respect, and attention.

Understanding you and your big picture is always our first step. And we believe that doing so means that each person we speak to deserves to be listened to with respect and our consistent attention.  Your relationship with us is like the start of a journey, one that we call the Oak Harvest Path.  Your way along the path starts with a discussion about your retirement vision.

Vision planning is a critical element in life and in retirement. Where are you in retirement? Who are you with? What are you doing? Where are you going? We want to help you articulate clear goals that you can strive toward, and that we can help you achieve with careful attention to detail and planning.

Your vision helps us understand your purpose for your wealth, and that understanding is critical to laying the foundational elements of your retirement and crafting the rest of your journey.

Principle #2 – From beginning to end, we always try to understand you and be here for you no matter what.

Decisions about your finances in retirement can be some of the most important you will ever make. We recognize the importance of these decisions, and we will always focus on understanding your circumstance, your thinking, and what you need. The OHFG team is determined to be here when you need us.

Principle #3 – Everything we do is as a team. We are all-for-one and all-for-you.

Once we know what’s most important to you about your money, along with your needs, goals, and capacity for risk, we introduce the Core4. The Core4 is our planning and allocation strategy that aims to seamlessly and effectively integrate financial planning and investment management into a single, unified plan for you. The Core4 allows the whole team at Oak Harvest to work together, integrating our various disciplines and specialties in to a holistic approach, all dedicated to realizing your vision.

Principle #4 – Our job is to protect your wealth. We do this in a structured framework that is process-driven.

The Core4 framework also functions as a structure. We believe that providing a structure to the achievement of your goals is an important step, especially in retirement where wealth preservation may be vital.

Principle #5 – We work smart, hard, and with precision and passion for bettering the lives of our clients.

We are passionate about what we do because we believe in what we do.

Principle #6 – We give back to the community to assist and encourage others to learn, grow and achieve.

We believe that giving back helps not only helps those around us and the community to grow and thrive, but also helps us to grow and thrive as individuals.

When we combine your vision with the experience and skillsets of the people at Oak Harvest, guided by our values and principles, inside a structured process that includes the Oak Harvest Path, our Planning Approach, a Customized Retirement Plan, the Core4 and Second Mile Service we believe the results are a superior client experience and a better retirement for you.

Ready to take the next step?  Contact us to schedule a consultation and learn how our values, principles, and process can work for you.

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