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:
  • SLASH LIFETIME TAXES. It's not just about saving; it's about smart saving.​
  • SHRINK IRMAA MEDICARE SURCHARGES. Don't let premiums deplete your funds.
  • MINIMIZE -OR EVEN ELIMINATE- NET INVESTMENT INCOME TAX. Every dollar counts towards your leisure years. 
  • CUT DOWN MARKETPLACE HEALTHCARE PREMIUMS. Early retirement  should be a breeze, not a financial strain.
No more run-of-the-mill advisors and cookie-cutter retirement strategies. When you work with Oak St. Advisors, you’re more than an account number and can expect the high-touch care that comes with being part of our selective circle of clients. Tax planning, investment strategy, retirement planning—all working in tandem.

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.”

- Oak St. Advisors client
JOE TAYLOR
​FOUNDER, SENIOR ADVISOR
BRYAN TAYLOR, CFP®
VP, LEAD ADVISOR
RYAN COOPER
ASSOCIATE ADVISOR

Our Office Locations

1335 44th Ave. N, Ste 201
Myrtle Beach, SC, 29577
PHONE: (843) 946-9868
E-MAIL: [email protected]

884 Allbritton Blvd, Suite 215
Mt. Pleasant, SC 20464
PHONE: (843) 901-7778
​E-MAIL: [email protected]