FEE-ONLY - FIDUCIARY
CERTIFIED FINANCIAL PLANNER® PRACTICIONER
HOW WE OPTIMIZE YOUR FINANCESINVESTMENT ADVISORY - We work with clients to develop an investment policy statement that matches financial resources and risk-tolerance to financial goals. We manage index and individual stock portfolios in-house to maximize the tax planning provided. Our goal is to help you reach yours while taking as much risk off the table as possible.
RETIREMENT PLANNING - We help determine when you can retire, how much annual retirement spending you can realize, minimize marketplace and Medicare premium costs, optimize your retirement returns, reduce portfolio risk, and minimize lifetime and estate taxes. TAX PLANNING - Whether you are transitioning to retirement and need guidance on an optimal withdrawal strategy, funding your future retirement, saving to fund a child’s education, paying for healthcare, or funding a legacy for your heirs or charitable organization -- there are many opportunities to minimize current and future wealth erosion to income taxes -- and we develop a lifetime tax plan to realize these opportunities. SMALL BUSINESS RETIREMENT PLAN ADVISORY - We determine the optimal employer retirement plan based on your goals and company characteristics. We help compare plans and expenses, design plans for new and existing qualified retirement plans, select and monitor investment options, and provide employee education. ABOUT OAK STREET ADVISORSFounded in 2005, Oak Street Advisors distinguishes itself as an independent, fee-only, Registered Investment Advisory firm.
Led by Founder and President Joe Taylor, and drawing from his 16 years of experience with large Wall Street firms, Oak Street Advisors prioritizes client interests, offering transparent and objective fiduciary advice. Fueled by a commitment to treating clients with respect, fairness, and transparency, we eliminate conflicts of interest by eschewing sales commissions and insurance products. Our decision to transition to a fee-only business model reflects our dedication to providing sound financial advice and comprehensive financial planning. CONTACT OUR OFFICE TODAY
|
JOE TAYLOR
FOUNDER, SENIOR ADVISOR BRYAN TAYLOR, CFP®
VP, LEAD ADVISOR RYAN COOPER
ASSOCIATE ADVISOR |