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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Retirees traveling abroad need to know that their health insurance travels with them.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This worksheet can help you estimate the costs of a four-year college program.
Marriage changes everything, including your insurance needs.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
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 presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here are five facts about Social Security that might surprise you.
What if instead of buying that vacation home, you invested the money?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are a few things to consider when buying or leasing your next vehicle.
Recent changes in estate tax laws could affect the strategy you have in place.