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.
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.