Oak Crest Wealth Management

Oak Crest Wealth Management Our Mission


At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals.

We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” a

nd we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Our Products and Services

We provide assistance in the following areas:

Investments
•Bonds
•Common Stock
•Educational IRA
•Traditional IRA
•Roth IRA
•SEP IRA
•Simple IRA
•Brokerage Accounts
•Treasury Bills
•Government Securities
•Treasury Notes
•Variable Annuity

Financial Planning
•Retirement Plans
•Investment Tax Planning
•401(k) Planning
•403(b) Planning
•College Plans
•Estate Planning Strategies
•Money Purchasing Plans
•Profit Sharing Plans

Insurance
•Disability Income Insurance
•Life Insurance
•Long-Term-Care Insurance

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. www.FINRA.org
www.SIPC.com

For a list of states in which I am/we are registered to do business, please visit www.egkwealthmanagement.com.

Longevity in Retirement & What You Should Know
08/22/2024

Longevity in Retirement & What You Should Know

How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy.1 That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy. Let’s explore ...

We would like to wish everyone a Happy 4th of July!  On this day, we appreciate the patriotic men and women who fought a...
07/04/2023

We would like to wish everyone a Happy 4th of July! On this day, we appreciate the patriotic men and women who fought and sacrificed themselves so that we can enjoy the privileges that America has today. Let's celebrate!

We would like to welcome Clark Johnson and Alex Wood to the Oak Crest team!  Clark and Alex both bring a wealth of knowl...
12/02/2022

We would like to welcome Clark Johnson and Alex Wood to the Oak Crest team! Clark and Alex both bring a wealth of knowledge and experience in the financial industry. They are ready to serve clients at their office located at 705 Main St in North Little Rock. You can contact Clark and Alex at 501-244-9089 to schedule an appointment.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
08/09/2022

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

“The only things certain in life are death and taxes.” Benjamin Franklin
08/02/2022

“The only things certain in life are death and taxes.” Benjamin Franklin

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

For a small business, the loss of a key person could cause financial hardship.
07/26/2022

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Business owners should consider a succession plan sooner rather than later.
07/19/2022

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

  may be important in growing your company, but it may introduce liability. Is your company protected?
07/12/2022

may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

  changes everything, including your   needs. Here are some things to look out for
07/05/2022

changes everything, including your needs. Here are some things to look out for

Marriage changes everything, including your insurance needs.

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life ins...
06/28/2022

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.

When was the last time you updated your will?
06/21/2022

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.
06/14/2022

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

Address

3213 NW Avignon Way
Bentonville, AR
72712

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 3pm

Telephone

+4792684662

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