Do you have more than $500K in assets? That’s great, but you might be paying more taxes than you need to, cutting into those funds.
Unlike CPAs, our CERTIFIED FINANCIAL PLANNER™ professionals aren’t just thinking about this year’s taxes. We’re thinking 5, 10, 25 years into your future to meet your goals for retirement. OUR APPROACH: HOLISTIC FINANCIAL STRATEGIES, TAILORED FOR YOU That means not just ensuring you have enough money for your retirement, but that your retirement income and tax-free asset growth is optimized using Dynamic Withdrawal Strategy:
Book an intro appointment with an Oak St. Advisor now, because your retirement deserves better. “Joe Taylor has been my advisor for 20+ years. He has guided me with financial and IRA decisions, kept me from panicking through crashes, and from making detrimental decisions. I trust Oak St Advisors to make the best decisions for me and my money to allow me to live comfortably, travel, and enjoy retirement.” |
JOE TAYLOR
FOUNDER, SENIOR ADVISOR BRYAN TAYLOR, CFP®
VP, LEAD ADVISOR RYAN COOPER
ASSOCIATE ADVISOR |
Our Office Locations1335 44th Ave. N, Ste 201
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