Our Investment in You
When you choose to work with Oakton Financial Management, you invest more than just your money - You invest your trust in us and our goal is to reward that trust with an array of dividends.Learn More
Independent Investment Choices
We have no proprietary interests. Since we do not gain from any products you by or sell, we are able to offer extensive investment choices from LPL Financials' vast repository . Equally important Oakton Investment Management can provide objective advice solely on your individual goals and needs.Learn More
Oakton Investment Management Teamwork Adds Strength
Our team of experts offers 50 years of combined financial experience focused on helping individuals with private wealth growth and management. We are also teamed with the largest independent financial brokerage in the country, which yields unique and powerful advantages.Learn More
Welcome to Awareness that "Knowledge Nurtures Growth"
Oak-like financial growth, increased wealth and security for your family, a robust retirement for you: these are the financial goals we work with clints to achieve with:
- A full range of investment vehicles offered through LPL Financial.
- In-depth experience and knowledge of our professional advisors.
- A financial philosophy guided by the awareness that knowledge nurtures growth.
Our years of experience and study have taught us that the more you know, the less you risk. The more you understand and grasp, the wiser and surer your investment choices. The more you understand the past, the more you can predict and be ready for the challenges and opportunities of the future. At Oakton Investment Management, we begin the growth process with our own knowledge and experience. We augment that with information and analytics given to us by LPL Financial to make sure we are planting assets in the right growth areas. Then we watch and nurture the investments. And, we don't necessarily let nature take its course. If we need to we intervene, which is why we constantly remain in an awareness and learning mode.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Ascertaining the value of your business is important for a variety of reasons.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Probate can be a completely public process, or it can be managed to include as little information as possible.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
This worksheet can help you estimate the costs of a four-year college program.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
$1 million in a diversified portfolio could help finance part of your retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Estate conservation is too important to put off. Do you have a smart exit strategy?