Robert Ward

03/05/2023

In retirement, time is your most valuable asset. Most adults don't start saving for their retirement until their 40s. Missing out on years of compounding interest.

Learn how to use leverage to relax in a Kai-Zen plan today athttps://oaksfs.com/the-kai-zen-strategy/

02/21/2019

Good morning everyone. Be sure not to miss this FREE event. It takes place next week. I would love to see you there and help you navigate taxes in retirement.

Only 7 days remain to register for this workshop on February 28. Learn how you can save more of your hard-earned nest egg during . Register here: https://www.eventbrite.com/e/taxes-in-retirement-workshop-keep-more-of-your-hard-earned-dollars-tickets-55770774889?fbclid=IwAR0od14_Kl5j_wSF_gAznd7WothJyZz3buAm9B-eMxuq-8xG2ShGqHaMGks

02/02/2019

FYI - we are offering two workshop times on 2/28/19 -- 11:00 AM and 6:30 PM. Get details and register via the Oaks Financial Services page.

Happy Saturday. We have added another time to the Taxes in Retirement Workshop! It will be offered twice on 12/28/19 - at 11:00 AM and 6:30 PM. Go to our Facebook event tab for registration and details.

10/02/2014

Thrivent’s Chief Investment Officer talks about his concerns with current U.S. monetary policy and why it is difficult to predict results. Read more of his thoughts:

Thrivent CIO shares about challenges facing the Feds, concerns around monetary policy and economic growth around the world

08/15/2014

A recent Thrivent Financial survey found that most Americans don’t understand all the options they have for how to file for Social Security. Learn more: http://bit.ly/1hMjSQs

08/13/2014

There are a number of things for you to consider about gifts made to children.

08/09/2014

Another great reason to !

08/08/2014

Here’s a quick guide to choosing financial products for each decade of your life – from your 20s to your 60s: http://bit.ly/1aMRHPR

08/07/2014

See how con artists are using familiar technologies to try to pry money or personal information from you.

06/09/2014

We have some fun events coming up over the next few weeks! Please take a look and if you would like more information or would like to join us please call our office at (651) 493-8883.
June 10th - Wine and Beer Food Pairing at Sunfish Cellars 7:00 PM
June 17th - Economic Update at the Pool & Yacht Club 6:30 PM
June 21st - Boat Cruise on Lake Minnetonka 5 PM
June 26th - Habitat Build in Lakeville 8 AM
No products will be sold.