Oak Financial Advisors is an independent financial advisor and wealth management team that is centered on YOU and YOUR goals. Our main office is in Angleton, Texas and our second office is in Tyler, Texas.
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MISSION STATEMENT
To help people make smart choices with their money so they can live their life on purpose for the reasons that are important to them.
The median age of the U.S. population rose to a record high in 2022, a demographic trend that has implications for the economy and government programs like Social Security and Medicare.
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
This calculator is designed to help you attach a dollar figure to your life’s work.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
How much will it cost to pay off a loan over its lifetime?
How Long Will Your Funds Last?
