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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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. 

YOUR PROSPERITY IS OUR PRIORITY 

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.

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Taking this quiz may help increase understanding of estate planning.

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Offers practical holiday shopping tips to save time and money.

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This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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How Long Will It Take to Pay my Balance?

How much can you afford to pay for a car?

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

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck