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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.

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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How much Disability Income Insurance do you need?

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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

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

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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