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.

Schedule a Meeting
Register for 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.

LET’s get started
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:

Living longer in retirement, including how to potentially minimize taxes
Higher health care expenses, such as managing increased prescription-drug costs
Long-term care, including a strategy to address in-home caregiving expenses
DOWNLOAD HERE

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.

Schedule a Meeting
Register for 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