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Tall Trees, From Little Acorns Grow. Our Mission. Goals Our Team. Patience Our Services. Your Needs

Caring

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.

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Independent

We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Teamwork

We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.

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Understanding Today's Financial Environment

Welcome. We're Oakton Investment Management, a financial organization in Skokie, IL. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

Helpful Content

Jane Bond: Decoding Diversification

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

 

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

What Can a Million Dollars Buy You?

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

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.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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