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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

Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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HOT TOPIC: 530A Trump Accounts Officially Open

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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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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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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