subject: Oak Harvest Financial Group Offers Retirement Financial Protection And Planning [print this page] Oak Harvest Financial Group is dedicated to offering the most comprehensive retirement-phase solutions. It helps Houston retirees to protect their accounts, provide guaranteed income, reduce taxes and above all, give peace of mind in the retirement phase of their financial lives. Their retirement specialists understand that during retirement, it is best for you to know exactly where you are heading, as uncertainty is clearly not an option.
They help you to formulate a strategic plan of action for your future needs such as long-term care, and deal with other issues like increasing taxes, market volatility and inflation. Oak Harvests advisors can help you with retirement accounts such as 401(k) plans, 403(b) plans, Traditional and Roth IRAs, SEPs, TSPs, and many more. With financial instruments exclusive to the life insurance industry that are specially designed for retirees, you can increase your income, reduce your taxes, and efficiently transfer your assets to the next generation .You truly will be amazed at what they can accomplish utilizing safe, guaranteed strategies. If more people were aware of their safe options, most everyone would be an Oak Harvest client.
Oak Harvest Financial Group Retirement-Phase Specialists have more than 100 years of combined experience in the safe growth, income-planning and wealth transfer stages of your financial life cycle. They have specialized expertise with retirement accounts and help clients to avoid financial pitfalls that are all too prevalent in the New Normal economy.
Do you have to decide between taking a pension from work or a lump sum? Let Oak Harvest show you how to take the lump sum and turn it into an inflation-protected pension that still allows access to the principal balance if the need arises. Thats the best of both worlds!
All of Oak Harvests strategies are based on the core concepts of safety and protection of principal. They offer multiple services and plans that guarantee you will never lose your principal to market volatility. Although these objectives are common to many retirees or those planning for retirement, Oak Harvest specialists provide a customized Retirement Defense System to each client that accomplishes exactly those goals. This Retirement Defense System assures that you will have the maximum income possible in the retirement phase of your life, while meeting your future inflation-protection needs and retirement safety goals.
As everyone has a different financial situation, Oak Harvest pairs you with an appropriate advisor to provide correct solutions. Here, you will be thoroughly educated and exposed to safe financial strategies for your retirement years. For more details about Oak Harvest Financial Group, please call them at 281-822-1350 or visit www.oakharvestfg.com.
