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Read about how financial planning can make an impact in your life:
Age: 44
Overview: Heather’s husband Paul passed away unexpectedly last year. Paul was always the one to handle the finances in their relationship. Heather isn’t quite sure what to do with all her and Paul’s accounts as well as the life insurance payout. She has little investment experience and has left most of her accounts in cash after becoming overwhelmed with investment choices.
Questions She Has:
How do I access the funds?
Where should I invest extra money?
Can I consolidate any of the accounts?
How do I avoid taxation?
Will I lose access to my healthcare through my spouse’s work?
Do I need to update my trust and estate documents?
How Oak Summit Can Help:
We will help you navigate the intricacies and taxation of each account
We will be there to assist with any necessary paperwork, tasks, etc. to ensure you are set up for success
Through careful analysis, we will help you build a budget and set up payments to meet your budgetary needs
We will organize and consolidate your accounts in a way that won’t cause unnecessary taxation
The first step to working with Oak Summit is getting acquainted & learning more about your situation to see if we're the right advisors for you
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Once you're ready to move forward, we go through our planning process to ensure all areas of your financial life are addressed & planned for.
Money isn't meant to be a stressful part of your life. We help with decision-making and provide proactive planning so you can focus on enjoying life
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