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Oaks Wealth Management - Houston, TX

 P: 281.888.9085 | E: erin@oakswm.com    
Guiding Principle: Goals Guiding Principle: People Guiding Principle: Reality Guiding Principle: Transparency

Independent

Working with an independent advisor ensures that your advisor will choose solutions that are suited to your unique needs and will never be obligated to sell proprietary products. 

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Service

Our practice was built and designed to serve others.  We advocate for our clients and promise to serve everyone with the same passion and energy with which we serve our country and community.

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Support

Independent doesn’t mean alone. Our practice is supported by over 20 seasoned professionals that stand ready to tackle any financial planning questions. 

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Our focus is on your [future].


We are a client-focused, principles-driven, advice and asset management company.

Our mission is to have meaningful relationships doing meaningful work with individuals, families, and business that share our principles.


Helpful Content

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

 

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Tax Freedom Day

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Comparing Mortgage Terms

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

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Fed and How It Got That Way

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

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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