Oak Harvest Financial Group - Get to Know Us!
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Retirement is the time for you to fulfill your vision and dreams – to find and focus on your next purpose in life. Our job and main goal is helping you gain peace of mind in your retirement so you can focus on your purpose. At Oak Harvest, we understand retirement. We know that most approaching or already in retirement don’t really have a plan. What they have are a number of investment accounts. We are all different, but everyone has the same questions about retirement: · Can I retire · How long will my money last · If something happens to me, will my family be okay? We help you create your plan, starting with getting to know you as a person, a couple and as a family. This allows us to get to know what your goals are, and what you view as your purpose in the second stage of your life. Ultimately, We’re here to help you transition from your working years into retirement, able to do so in a comfortable and confident manner during this unique stage of your life. ➡️ Do you need a Retirement Success Plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or fill out this form for a free consultation: https://click2retire.com/get-to-know-us ✉️ Receive retirement financial planning insights straight to your inbox monthly here: https://click2retire.com/yt-newsletter 🎥  Subscribe to our channel to keep learning here: https://click2retire.com/subscribe Disclaimer: Hypothetical outcomes do not reflect actual results and are not guarantees of future results. Any index references herein are unmanaged and cannot be directly invested into. Past performance is no indication of future results. All investing involves risk, including the potential loss of principal, and there can be no guarantee that any investing or tax savings strategy will be successful. Advisory services are provided through Oak Harvest Investment Services, LLC, a registered investment adviser. Insurance services are provided through Oak Harvest Insurance Services, LLC, a licensed insurance agency.
Troy Sharpe, CFP® is delivering important information to keep you current about various financial topics so you can prepare to enter retirement with confidence.