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Oak Harvest Financial Group
On-demand
  • On-demand
    Prepare for a fulfilling retirement journey with an insightful discussion covering key topics such as spending joyfully and categorizing expenses. Explore the emotional impact of retirement, strategies for staying fulfilled, and methods for combat...
  • On-demand
    In this webinar, hosted by our Investment team, Chris Perras, Charles Scavone and Troy Sharpe. We'll delve into the crucial insights you need for informed decision-making during this election season and what it means for your money. From analyzing...
  • On-demand
    PROTECTING YOUR RETIREMENT FROM TAX HIKES, MARKET LOSSES, INFLATION, & MORE

    Learn about tax planning strategies designed to help your family be prepared to meet all obstacles faced in your retirement years.
  • On-demand
    As you prepare to leave the workforce and embark on your retirement journey, understanding the intricacies of medical costs is crucial. Join us for this informative webinar, where we'll delve into various aspects to help you plan effectively. We'r...
  • On-demand
    Join us to learn how Financial and Legal Strategies can Enhance Your Retirement. In this webinar session, we will explore how you can leverage your estate plan to optimize your retirement strategy. This includes the potential for tax reduction, en...
  • On-demand
    Have you ever wondered about the daily activities of our dedicated investment professionals? Curious to know how the Oak Harvest Investment Team sets itself apart from other Registered Investment Advisors (RIAs)? More importantly, are you interest...
Helping Make Your Dream Retirement a Reality.

Our Financial Advisors and Retirement Planners do more than just manage your investments. We build custom plans designed to reduce risk, increase income and help you pay less tax.

Oak Harvest's advice combines our institutional-grade investment management experience for retail clients with detailed financial, tax, and retirement planning. It's Investments + Planning that can make us a better fit for you.