Planning your pension distributions isn’t just a retirement task—it’s a strategy. Know your options and the tax implications. Oak Capital Private Wealth can help.
关于我们
At Oak Capital Private Wealth, we put our clients first. Our advisors listen and get to know you before building a comprehensive plan to help you reach your financial goals. Our responsive, reliable team acts in your best interests and is held to high fiduciary standards. Together, we help you make informed decisions about your financial future with comprehensive financial planning and robust wealth management strategies. No matter what life stage you’re in, Oak Capital Private Wealth is here to help. We specialize in serving Exxon, Dow, and ShinTech plant workers who are approaching retirement. Our financial services for plant workers go beyond managing your 401(k) or IRA. We look at the full picture and even help you maximize the benefits your company offers. The sheer amount of retirement planning decisions you have as a plant worker can feel overwhelming, but that’s where we come in. We’ll guide you through decisions involving: retirement planning, pension strategies, insurance, estate planning, and tax mitigation strategies. We also work with small business owners and their families across Louisiana. For small business owners, we can help you meet your unique challenges of planning for retirement. We’ll cover your exit strategy, succession planning, and optimizing your retirement savings as a small business owner. We will also make sure you have sufficient diversification of your wealth outside of your business. With offices in Port Allen and Baton Rouge, LA, we’re available to service your financial planning needs as a financial advisor who’s familiar with circumstances like yours. To learn more, please contact us at (225)416-7373 or visit https://oakcapitalpw.com/. -- Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Oak Capital Private Wealth are separate entities from LPL Financial.
- 网站
-
https://oakcapitalpw.com/
Oak Capital Private Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Port Allen，LA
- 类型
- 私人持股
地点
-
主要
获取路线
4463 Highway 1
Suite L
US，LA，Port Allen，70767
Oak Capital Private Wealth员工
-
Clay Elliott, CFP?, AWMA?
Helping Oil and Gas, and Chemical Industry Professionals Retire with Confidence through our WealthPath Process - Protecting Your Lifestyle, Wealth &…
-
Thomas Arndt
Accredited Business Intermediary and Experienced Operations Consultant
-
Claire Elliott, CEPA?
Helping Oil and Gas, and Chemical Industry Professionals Retire with Confidence through our WealthPath Process - Protecting Your Lifestyle, Wealth &…
-
James Rodgers
Financial Advisor at Oak Financial Advisors
动态
-
Our March Madness Event is Almost Here – Are You In? ? Just a few days left until our March Madness Open House at Walk-On’s in Brusly! Don’t miss this chance to enjoy great company, exciting basketball, and complimentary appetizers in a fun, relaxed setting. ?? Friday, March 28 | 2-5 PM ?? Walk-On’s Sports Bistreaux – Brusly, LA ? If you haven’t RSVP’d yet, there’s still time! Email Maggie at [email protected] or call 225-416-7373 TODAY to save your spot!
-
-
The wise person is the one who learns from the financial mistakes of others. Plant employees keep America running, but some common financial missteps can hold them back. Curious about what these mistakes are and how to avoid them? Read here to explore: https://lnkd.in/gE4pmp9u
-
A championship team needs a strong game plan—and so does your financial future! ?? Join us at our March Madness Open House for basketball and financial insights! ?? Walk-On’s Sports Bistreaux, Brusly, LA ?? Friday, March 28 | 2-5 PM ??? Complimentary Drinks and Appetizers This is a great chance to meet our team, watch the games, and talk strategy—whether it’s for your investments, retirement, or just winning your bracket!
-
-
March Madness + Smart Planning = A Winning Strategy! ?? Your bracket might get busted, but your retirement plan doesn’t have to! Let’s talk 401(k)s, investments, and financial planning while enjoying great food and conversation. ?? Friday, March 28 | 2-5 PM ?? Walk-On’s Sports Bistreaux – Brusly, LA ??? Complimentary Drinks and Appetizers ?? Attire: Casual/March Madness RSVP by March 21: [email protected] or call 225-416-7373.