What We Do - Oak Street Advisory Group
Expert guidance to meet your unique goals
We will help you identify — and achieve — your wealth goals with comprehensive financial planning and investment management services.
Expert Guidance
to meet your
unique goals
We will help you identify — and achieve — your wealth goals with comprehensive financial planning and investment management services.
Financial Planning
Thinking about your future? We will help you create your own financial planning roadmap to reach your goals. Whether you are saving for a home, education, planning retirement, looking for the appropriate insurance coverage, or seeking expert guidance for your investments, taxes or estate planning, we’re here to help you get where you want to be.
Financial Planning Overview
Short Term Relationship
$2,500
One time payment
- Calculate a Safe Spending Amount in Retirement
- Project Long Term Spending
- Optimize Social Security Benefits
- Strategize Your Financial Goals
- Fund College 529 Savings Plans
- Conduct Roth Conversion Analysis
- Elevate Tax Efficient Philanthropic Giving
- Balance Insurance Coverage and Costs
Investment Management
We will help you meet your personal objectives with a customized plan that meets your specific needs. While managing an appropriate level of risk, we focus on essential investment principles including diversification, asset allocation, and tax efficiency. We ensure a consistent, disciplined approach in investment decision-making, which mitigates emotionally based decision errors.
Investment Management Overview
Long Term Relationship
.50-1%
Quarterly fee based on assets managed
- All Financial Planning Benefits, plus:
- Create Asset Allocation Manage Investments
- Generate Quarterly Performance Reports
- Strategize Retirement Income Withdrawal
- Coordinate with Estate Attorney
- Coordinate with Tax Professional
- Minimize Income Tax
- Multi-Generational Wealth Transfers
Financial Planning
Short Term Relationship
$2,500
One time payment
- Calculate a Safe Spending
Amount in Retirement - Project Long Term
Spending - Optimize Social Security
Benefits - Strategize Your
Financial Goals - Fund College 529
Savings Plans - Conduct Roth
Conversion Analysis - Elevate Tax Efficient
Philanthropic Giving - Balance Insurance Coverage
and Costs
Investment Management
Long Term Relationship
.50-1%
Quarterly fee based on assets managed
All Financial Planning
Benefits, plus:
- Create Asset Allocation
Manage Investments - Generate Quarterly
Performance Reports - Strategize Retirement
Income Withdrawal - Coordinate with
Estate Attorney - Coordinate with
Tax Professional - Minimize
Income Tax - Multi-Generational
Wealth Transfers
Who We Serve
We value our client relationships, and have a sincere interest that our clients make the best financial choices to ensure a positive financial future.
- Athletes
- Retirees
- Educators
- Savers
- Givers
Our Seven-Step Process
The CFP® Professional Financial Planning Practice Standard
Understand your needs
We take the time to understand what matters most to you.
Identify your goals
We work with you to plan an Investment Policy to reach your goals.
Track your progress
We analyze your course to make sure you are on track.
Make recommendations
We provide you with professional, actionable, financial recommendations.
Deliver your plan
We will present a sound financial plan that works for you.
Bring your plan to life
We will implement your plan responsibly and with a clear timeline.
Guide your success
We monitor your success and suggest adjustments as needed.
