Building Strategies for Growth
Oak Hills Wealth Advisor is an independently owned financial consulting firm with more than 19 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.
Whether you are just starting to save for your future, or are a seasoned investor, Oak Hills Wealth Advisor has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
It's important to make sure your retirement strategy anticipates health-care expenses.
Simple steps may help you foil hackers and protect your privacy.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Ascertaining the value of your business is important for a variety of reasons.
Tax preparation may be the perfect time to give the household budget a check-up.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A special needs trust helps care for a special needs child when you’re gone.
What does your home really cost?
What are your options for investing in emerging markets?
Making the most of surprises is a great reason to work with us.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are a few things to consider when buying or leasing your next vehicle.