DREAM BIG.
PLAN WELL.
Pursue relentlessly.
You are unique. We can help you craft a prudent financial strategy that is uniquely your own.
READY TO TAKE
The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
Or give us a call at 936.283.4105.
Get Started in 3 Easy Steps:
1. Discover
Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
2. Evaluate
Using the Oak River Financial Group, Inc. plan, we’ll examine your current financial situation and determine your retirement needs.
3. Plan
Receive a custom strategy designed to help you reach your unique retirement goals.
INSTANT DOWNLOAD
Will Your Money Last as Long as You Do?
Check out this 6-page instant download for the key financial challenges that can make — or break — your income plan in retirement:
the Second Act
Retirement isn’t the final chapter in the book of life.
But rather, a new beginning…
READY TO TAKE
The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
Or give us a call at 936.283.4105.
DOWNLOAD THE GUIDE
Divorce & Money
The divorce rate has doubled for Americans age 50+ since 1990.
While your retirement plans may shift due to divorce, it is possible to get through a divorce without having to start over. This guide will help you understand the following concerns you may have, among others:
- How to split assets and who to turn to for help
- What documents you’ll need for divorce proceedings
- Where you’ll need to consider updating beneficiaries