Calculators

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Videos

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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.

Newsletters

Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Two Tax-Friendly Retirement Plans for the Self-Employed

Describes retirement plan options that help self-employed workers save on taxes.

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A Critical Combo: Life Insurance with Long-Term Care Benefits

Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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Ghost Tapping Scams Are on the Rise: What You Need to Know

While ghost tapping sounds like something out of a scary movie, its a scam that can have very real consequences.

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Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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