A Bit About Ourselves...
Asset Allocation & Risk
We pride ourselves on providing retirement strategies to %%CITY, STATE%% and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.
Asset Maximization
Our main objective is to assist you in navigating today's complex marketplace to accomplish your investment aspirations and goals. The recommendations you receive are tailored to you, factoring in your risk tolerance, time frame, and income specifications.
Business & Succession Planning
We help provide you with strategies to potentially increase the efficiency of your business for as long as you own it, and for once you’ve decided to move on.
Income Planning
Income planning for retirement can be a daunting task because there’s a lot to learn. At Post Oak Financial, LLC, we’re here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you utilize tax advantaged vehicles to help accomplish your retirement income goals.
We do not provide legal or tax advice and you should consult an attorney or tax advisor for such advice.
Retirement Strategy & Risk
Our organization prides itself on providing retirement strategies to %%CITY, STATE%% and the surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated strategy.
Get Your Risk Score
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score. This short, interactive analysis is one of the first steps on the road to retirement.