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White Oak Wealth Partners
It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Dedicated to Helping Business Owners and Executives
Create Financial Roadmaps For The Future

White Oak Wealth Partners is a boutique wealth management firm based on the principles of integrity, trust and meaningful relationships. We serve individuals, families and business owners with a focus on creating targeted financial strategies to help our clients achieve their long-term financial goals.

Our desire is to build long-lasting partnerships with a select group of like-minded clients who share our commitment to excellence and a sincere desire to build stronger futures for their families, their communities and themselves.

White Oak Wealth Partners understands the hard work, sacrifice and commitment that comes with owning a business. Our goal is to help you define your priorities, organize your financial life, and coordinate all of the moving parts so you always understand exactly where you are and where you are going.

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Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Your Changing Definition of Risk in Retirement

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Choices for Your 401(k) at a Former Employer

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Life insurance proceeds are generally tax-free. But not in all cases.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Estimate the total cost in today's dollars of various mortgage alternatives.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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