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关于我们
Oak Capital Advisors is an independent, fee-only Registered Investment Advisor specializing in retirement planning for business owners. Our experience and expertise make us uniquely qualified to address the financial planning needs of business owners transitioning to the next stage of life–whether that’s full retirement or a version of it. If you’re ready to start planning for your future, we can help you identify your retirement goals and design a path to get you there by giving you the investment, tax, and risk management strategies you need.
- 网站
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https://oakcapitaladvisor.com/
Oak Capital Advisors, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Charleston，South Carolina
- 类型
- 私人持股
- 创立
- 2013
- 领域
- CERTIFIED FINANCIAL PLANNER、Financial Planning、Retirement Planning、Investment Management、Estate Planning和Exit Planning
地点
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主要
获取路线
126 Seven Farms Dr
Suite 160
US，South Carolina，Charleston，29492
Oak Capital Advisors, LLC员工
动态
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Click here to subscribe to our weekly newsletter. We call it the Friday Blitz- the ONLY weekly newsletter on tax, retirement, and investment planning for CRNAs. https://lnkd.in/gQ7iFuVK
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In the MoneyRx for CRNAs Podcast, you’ll go behind the scenes with host Brett Fellows, CFP?, as he explores the unique opportunities and challenges facing Certified Registered Nurse Anesthetists along the path to financial independence. In each episode, Brett shares expert insights and actionable advice, equipping you with the tools you need to take control of your financial destiny and retire on your terms. Click here to listen now: https://lnkd.in/gFEBTCc7
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