Troy Sharpe

Oak Harvest is a financial practice that is rooted in the philosophy of education. The American retiree simply needs to understand the benefits AND the downsides of their financial vehicles and have the information presented in a truthful and accurate manner. This is accomplished through an educational process that our clients experience which empowers these individuals to make intelligent decisions based on a logical understanding of the truth. Our advisors are required to undertake extensive, on-going IRA training that enables them to help retirees and those approaching retirement to avoid the countless potholes, road hazards and speed bumps the IRS has lying in wait for your retirement accounts. With penalties, fees and taxes at confiscatory rates, it is absolutely imperative to work with retirement account specialists during retired years. Oak Harvest utilizes a salaried group of retirement phase-experts that analyzes each client's unique situation then selects the appropriate financial vehicles to fit the individual circumstance. These analysts are retirement account-experts that specialize in safe-planning with income vehicles. Preserving and protecting your nest egg while ensuring your income lasts you and your spouse’s lifetime is paramount when planning for retirement. During retired years, you must shift your mindset from the aggressive, more risky accumulation-phase to the more conservative, risk averse retirement-phase. Moreover, working with an IRA specialist is critical to navigating the complex world of IRA distribution rules. Thus, helping to avoid the countless penalties, fees and taxes the IRS has planned for the unknowing majority of IRA owners. Finding the specialized advisor equipped with the education, training and experience to guide you through your retired years is of the utmost importance in protecting what you have accumulated throughout your working years. Although it's important to make it to retired years, it's more important to make it through retirement. At Oak Harvest Financial Group, we are logically revolutionizing a financial industry through education and with retirement-phase advisors who specialize in IRA’s, 401k’s and other retirement accounts. Mailing Address: 7500 San Felipe Rd. Suite 600 Houston, TX 77063 States of Operation: TX Insurance Companies Represented: No ties to any one insurance company.