THE OAK FINANCIAL GROUP, LLC.

121 East Myrtle St., Ste B Angleton, TX 77515

Phone:

E-mail:

A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

Credit Card Debt

How Long Will It Take to Pay my Balance?
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Car Affordability

How much can you afford to pay for a car?