• Retirement Planning

    Questions we're often asked:

    • How long will my money last in retirement?
    • Is my investment portfolio too aggressive? Are my assets positioned properly?
    • How do I rollover my 401k? How do I consolidate my retirement accounts?
    • What do I do with my pension plan? Should I take the lump sum or annuity stream?
    • When should I begin taking Social Security?
    • What is the most tax efficient way to drawdown on assets during retirement?

    OakTrust will help guide you along the path to, and through, retirement. No matter where you are in life, we'll provide guidance and services to help you prepare for retirement on your terms.

  • Investment Management

    Our approach to investment management relies on these core principles:

    • Asset allocation* provides the foundation to manage portfolio risk and return; 
    • No single investment can be all things to all people; and
    • Our most important role is to be your objective advocate. 

    We'll review your current financial situation to understand your short and long-term objectives such as risk tolerance, return objectives, liquidity and income requirements. Working with you, we'll use this information to clearly define your goals and expectations.

    The cornerstone of our investment management philosophy is built on the core belief that we provide access to a broad universe of institutional money management firms and investment companies. Our goal is to identify managers who best fit within the context of your overall investment strategy.

    Our approach is an ongoing dynamic process. We'll regularly monitor our investment recommendations as well as current market events. This process helps ensure your plan and our resources are working to your best advantage.

  • Estate and Trust Planning

    We offer a variety of services around estate and financial planning. The primary goal within our disciplined approach is to minimize estate tax and maximize the wealth passed to future generations.

    Whether your concern is individual estate planning or corporate business succession planning, our wealth transfer services help to address your long-term goals. 

  • Insurance Planning

    Personal insurance offers protection against the unexpected catastrophic financial event. We offer insurance planning that can reduce personal risk in the case of unforeseen circumstances that may negatively affect your financial well-being. This includes:

    • Life Insurance
    • Disability Insurance
    • Long-term Care Insurance