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.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
A change in your mindset during retirement may drive changes to your portfolio.
Learn about the risks of not having health insurance in this informative article.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
This worksheet can help you estimate the costs of a four-year college program.
Learn a little about worldwide currency in this fun infographic
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Here are five facts about Social Security that might surprise you.
Imagine your ideal post-pandemic retirement with this animated video.
It’s never a bad time to speak with your financial professional about changes in your situation.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Do you know how to set up your financial goals for success? This knight does.
Even low inflation rates can pose a threat to investment returns.