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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

Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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REITs Offer Income and Diversification

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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Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.

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Calculators

Car Affordability

How much can you afford to pay for a car?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Disability Income Insurance

How much Disability Income Insurance do you need?

Savings Accumulation

Estimate the future value of your current savings.

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