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THE OAK FINANCIAL GROUP, LLC.
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THE OAK FINANCIAL GROUP, LLC.

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

Phone:

  • 979-849-2700

Fax:

  • 979-849-2724

E-mail:

  • Rick.moore@ofgtexas.com
  • Shelby.moore@ofgtexas.com
  • Jeremy.vernor@ofgtexas.com
  • Andy.couch@ofgtexas.com
  • Ted.ginsberg@ofgtexas.com
  • Nolan.ginsberg@ofgtexas.com
  • James.rodgers@ofgtexas.com
  • Greg.harris@ofgtexas.com
  • amy.coulter@ofgtexas.com
  • jennifer.wren@ofgtexas.com

Calculators

You can review interesting calculators on my site.

View Calculators

Videos

We have interesting videos for you to watch on my site.

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Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

                           

Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

More Videos »
Transcript

Newsletters

  • Beneficiary Designations: Who Gets the Money?

    It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

  • HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

    This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

  • Understanding the “No Tax on Tips” Deduction

    In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

  • Life Insurance for Two

    Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

More Newsletters »

Calculators

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators »

Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services offered through Arkadios Wealth. The Oak Financial Group and Arkadios are not affiliated through any ownership.

Securities licensed in: AR, AZ, CA, CO, FL, GA, ID, IL, IN, LA, MD, NC, NM, NJ, NY, OH, OK, SC, TN, TX, WA

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck