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Knowledge Nurtures Growth Our Mission. Your Financial Growth Our Team. Your Partners Our Distinction. Independence

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.

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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.

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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.

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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:

  1. A full range of investment vehicles offered through LPL Financial.
  2. In-depth experience and knowledge of our professional advisors.
  3. 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.

Helpful Content

Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

 

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Surprises

Making the most of surprises is a great reason to work with us.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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