Oak Harvest Financial Group

Oak Harvest Financial Group Oak Harvest Financial Group specialized focus is retirement planning. The financial decisions you make will help determine the rest of your life.

Oak Harvest is an independent financial services firm helping individuals and families build more confident retirements through personalized financial planning, investment, income, tax, insurance, and legacy solutions. To competently and effectively plan for a family’s retirement requires a tremendous amount of skill, hard work, talent and resources. Much of this can only be acquired through exper

ience, education and a commitment to excellence. Working everyday on nothing except strategic planning for families in retirement gives us a unique perspective on how to answer your questions and provide solutions.

08/24/2026

The first five years of retirement can shape far more than most people realize.

Decisions around Social Security, retirement income, taxes, withdrawals, healthcare, and investments don’t happen in isolation. One choice can create a ripple effect across the rest of your plan.

Join Troy Sharpe, CFP®, Ryan Kenney, and Eric Nguyen, CFP®, for a live educational discussion on The First 5 Years of Retirement: 7 Decisions That Could Shape the Next 25.

We’ll break down the key decisions to think through early, the mistakes to avoid, and the questions to ask before small choices become big problems.

Tune in Tuesday, August 25 at 6:30 PM CT on our YouTube channel and bring your questions.

08/24/2026

The S&P 500 has climbed sharply since the market lows of April 2025—but something unusual has happened at the same time: interest rates have also moved higher. So why haven't higher rates stopped the stock market? In this episode of Stock Talk, we break down the tug-of-war between corporate ea...

The first five years of retirement can shape the years that follow.Join Troy Sharpe, CFP®, Ryan Kenney, and Eric Nguyen,...
08/24/2026

The first five years of retirement can shape the years that follow.

Join Troy Sharpe, CFP®, Ryan Kenney, and Eric Nguyen, CFP®, live Tuesday, August 25 at 6:30 PM CT as they break down 7 key retirement decisions—from Social Security and taxes to Medicare, investments, and more.

Plus, stay for a live Q&A and special giveaway.
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Advisory services are provided through Oak Harvest Investment Services, LLC, a registered investment adviser. Insurance services are provided through Oak Harvest Insurance Services, LLC, a licensed insurance agency.

Today, we celebrate the wisdom, experiences, and stories that make every chapter meaningful. 🤍Here’s to living with purp...
08/21/2026

Today, we celebrate the wisdom, experiences, and stories that make every chapter meaningful. 🤍

Here’s to living with purpose, connection, and joy in the years ahead.

Happy National Senior Citizens Day. ✨

Think having a Will means your family avoids probate court? Think again. 🛑One of the biggest estate planning myths we he...
08/20/2026

Think having a Will means your family avoids probate court? Think again. 🛑

One of the biggest estate planning myths we hear at Oak Harvest Financial Group is that a simple Will keeps your financial business out of court. In reality, a Will is literally your ticket into probate—which can cost your heirs 6 to 18 months of legal delays and thousands in unnecessary fees.

So, how do you actually keep your hard-earned assets private, protected, and out of court?

Troy Sharpe, CFP® breaks down the truth about Wills vs. Trusts in our latest guide:

📜 Will: Directs court proceedings, takes effect only after death, and becomes public record.

🛡️ Trust: Bypasses court completely, keeps your wealth 100% private, and covers you if you become ill or incapacitated.

⚠️ Bonus Warning: Did you know beneficiary designations on your 401(k) or IRA override BOTH a Will and a Trust?

Don't leave your family guessing or expose your legacy to court hassles.

👉 Tap the link in our bio to read the full blog post. https://click2retire.com/trusts-and-wills-blog
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08/19/2026

At this stage of retirement, the goal isn’t to take more risk. It’s to create more stability.

That means looking at the entire picture: housing, debt, vehicles, Social Security, future income needs, and how much cash is available if something unexpected happens.

In this case, a reverse mortgage could be worth considering, not because it’s right for everyone, but because using home equity may help eliminate a mortgage payment and create additional monthly cash flow.

From there, it’s about simplifying. Reduce unnecessary debt, cut expenses that aren’t serving you, understand what income looks like if one spouse passes away, and start building a liquid cushion for the years ahead.

Sometimes the best retirement strategy isn’t adding another investment.

It’s removing financial pressure.

08/18/2026

Our Lunch & Learns are designed for people who want to better understand the financial decisions in front of them — without the jargon or pressure.

Whether you’re approaching retirement, already retired, or simply trying to make more informed decisions about your money, these events are an opportunity to hear directly from our team, explore timely topics, and ask the questions that are actually on your mind.

Good food, practical insights, and conversations that can help you feel more confident about what comes next.

We’d love to have you at the next one.
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08/14/2026

Is the AI boom beginning to rhyme with the late 1990s? Strong earnings, record market highs, massive semiconductor investment, and an unusual shift in global currency conditions are creating a market setup investors should be watching closely. In this video, we examine the growing comparison between...

Our recent Lunch & Learn brought attendees together with Charles Scavone, CFA®, and Chris Perras, CFA, CLU®, ChFC®, for ...
08/14/2026

Our recent Lunch & Learn brought attendees together with Charles Scavone, CFA®, and Chris Perras, CFA, CLU®, ChFC®, for an interactive discussion around today’s biggest stock and market questions.

From common investing mistakes to real-world market perspectives, the conversation offered plenty to think about and ended with an engaging Q&A.

Thank you to everyone who joined us!

A portfolio is not a retirement income plan. I meet a lot of successful people who have done the hard part. They saved....
08/13/2026

A portfolio is not a retirement income plan. I meet a lot of successful people who have done the hard part.

They saved. They invested. They built the 401(k), IRA, brokerage account, maybe even sold a business.

But when they get within five years of retirement, the question changes.

It is no longer, “How much do I have?”

It becomes, “How do I turn this into income without creating tax problems, additional market risk, or unnecessary stress for my spouse?”

That is a very different problem. A portfolio tells you what you own.

An income plan tells you what you can spend, where the money should come from, how taxes will be handled, what happens in a down market, and whether the surviving spouse will still be okay.

I do not believe retirement should be built around hope and annual portfolio reviews.

It should be built around a written plan that connects income, taxes, Social Security, healthcare, and investment strategy.

If you are five years from retirement and cannot clearly explain where your monthly income will come from, that is the conversation to have now.

Address

920 Memorial City Way Suite 150
Houston, TX
77024

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18774143327

Website

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