One of Houston's Most Sought-After and Recognized Financial Advisors and Retirement Planners. Oak Harvest's advice combines our institutional-grade investment management experience for retail clients with detailed financial, tax, and retirement planning. It's Investments + Planning that can make us a better fit for you.
Oak Harvest's proprietary Retirement 360 process provides much more than just an investment strategy and stock picks. We deliver holistic advice. And rather than try and fit you into a box, we build the box around you. Your plan includes not only an investment strategy, but also an income plan, tax plan, and other elements such as health care planning, long-term care and estate planning.
Oak Harvest's proprietary Retirement 360 process provides much more than just an investment strategy and stock picks. We deliver holistic advice. And rather than try and fit you into a box, we build the box around you. Your plan includes not only an investment strategy, but also an income plan, tax plan, and other elements such as health care planning, long-term care and estate planning.
Services
Who We Are
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Your Expert: A roster filled with seasoned professionals helps you navigate through myriad investment choices, tax code changes, economic prognostications, lifestyle concerns and complex choices. As dedicated and caring professionals, our expertise becomes your expertise. An Independent Voice: In a world full of salespeople and brokers, the value of an independent and objective voice can't be understated.
Values, Principles and Process
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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.
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.
Certified Financial Planner
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Working with a CFP professional can be an important step toward reaching your financial goals. Not only do these advisors meet rigorous education and experience requirements, but they are also held to some of the highest ethical and professional standards in the industry.
In addition to completing a comprehensive financial planning curriculum approved by the CFP Board, or equivalent academic coursework, CFP professionals are required to complete continuing education coursework, including a CFP Board approved code of ethics course, to ensure their competence in financial planning.
In addition to completing a comprehensive financial planning curriculum approved by the CFP Board, or equivalent academic coursework, CFP professionals are required to complete continuing education coursework, including a CFP Board approved code of ethics course, to ensure their competence in financial planning.
Chartered Financial Analyst
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The Chartered Financial Analyst (CFA) is a professional designation given by the CFA Institute, and one of the most respected designations in the financial services industry. The Financial Times called it the "gold standard" of finance designations in 2010.
The CFA program provides charter holders with knowledge and understanding of topics including: investment management, financial analysis, quantitative analysis, equities, fixed income, derivatives, and other areas of finance.In addition to extensive knowledge requirements, the CFA imposes strict ethical standards and guidelines on all charter holders.
The CFA program provides charter holders with knowledge and understanding of topics including: investment management, financial analysis, quantitative analysis, equities, fixed income, derivatives, and other areas of finance.In addition to extensive knowledge requirements, the CFA imposes strict ethical standards and guidelines on all charter holders.
National Social Security Advisor
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There are many ways to elect Social Security and integrating this decision into your overall retirement plan is a critical component of income planning. Making the right decisions surrounding Social Security planning and implementation can put additional dollars in your pocket.
Accredited by the Institute for Credentialing Excellence, the National Social Security Advisor (NSSA) program is the only accredited Social Security certificate program in the country.
Accredited by the Institute for Credentialing Excellence, the National Social Security Advisor (NSSA) program is the only accredited Social Security certificate program in the country.
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